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LPL Financial rolls up an unusual RIA to use as a cornerstone of its TAMP-like mass-market venture

The big broker-dealer is buying Veritat Advisors, renaming it NestWise, and using a Wharton professor's technology to crack the case of managing multi-hundred-client practices

Author Brooke Southall July 10, 2012 at 2:32 PM
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Kent Smetters: One of the pain points of a TAMP is that it takes so long to put together a plan.


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Orion rescinds RTO order after its staff rebels by hijacking company email list, distributing petition and tipping off RIA media

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Seven 'RIA' chief executives are stepping aside for CEO 'operators' as PE backers get 'trigger' happy in adverse market; here are their stories

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Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

Betterment, LLC
Financial Planning Software
Top Executive: Jon Stein



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