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This MBA chose an RIA, now with $1.4 billion AUM, but as a business model, not as professional choice per se

Neal Simon says that -- Ric Edelman aside -- nobody is plotting expansion like him

Author Steve Garmhausen February 14, 2014 at 5:26 PM
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Neal Simon: We decided to put our money where our mouth was and we hired a full-time [recruitment] person.

Ric Edelman


Neil Simon


Steve Garmhausen



June 26, 2014 — 4:03 PM

To ensure that is exactly wherever apple iphone 4S arrives into accomplish. It will assistance Apple also have a substantial amount of low-cost iPhones readily available from the marketplace, and once they won’t be able to attain any excess marketplace share, they are going to be delighted to easily carry on making use of the market share they’ve now, which is fairly substantial, plus they nevertheless have important have an impact on above cellular developers in addition because the smartphone market place basic. It can be a fantastic placement for them.



June 26, 2014 — 5:27 PM

Take a look at Begin just after which Configurations.

Related Moves

July 11, 2023 at 2:46 AM

Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product

The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.

July 23, 2020 at 1:42 AM

Executive shake-up and staff hiring binge change Dynasty Financial Partners' talent mix, with Todd Thomson, Scott Welch, Ed Friedman and 12 women as headliners

The St. Petersburg-based producer of 'synthetic RIA scale' will continue to aggressively hire and adjust its talent ranks as it readies for next growth push.

September 24, 2019 at 2:02 AM

John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months

The No. 2 man at the $181-billion RIA built a uniform client experience, but now has a chance to be CEO of VC-backed firm based in his hometown

July 11, 2019 at 4:26 AM

Mentioned in this article:

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina

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