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Why a $1.5 billion RIA is selling internally this time -- perhaps with Schwab as 'investment bank' -- after a sale to an outsider went bad

Miller/Russell of Phoenix is partially owned by a client and plans to enlist custodians to finance junior advisors in their quest for partnership

Authors Brooke Southall and Dina Hampton and Brooke Southall January 7, 2013 at 8:56 PM
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Mark Feldman: We're lining up outside funding. Schwab wants to be a partner.

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