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Why only 10% of elite RIAs are receptive to fund wholesalers yet depend on a handful of good ones

Fund wholesalers say the research based on the FT 300 distorts reality and RIAs admit liking what wholesalers provide under the right conditions

Saturday, February 6, 2016 – 12:27 AM by Brooke Southall
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Steve Janachowski: I don't take the phone calls or I wouldn't get anything done.

Related Moves

Brouwer & Janachowski gets its rainmaker --the former head of $18-billion Bernstein office -- in a 'grand experiment' to grow from $1.7 billion to $5 billion in AUM

The $1.7 billion Mill Valley, Calif.-based RIA signs on Tony Orme, a player/coach who will work with existing advisors as well as handling high-end clients himself.

January 6, 2020 – 6:32 PM

When Steve Janachowski's RIA hit the $1-billion wall, he started hiring women execs and talking M&A; Now he's at $1.7 billion but still seeking to validate his strategy

Bookended by poaching Peg Pike to COO in 2014 and Jill Carothers of late, the Brouwer & Janachowski CEO is seeing success but no great surge in women clients -- yet

December 26, 2018 – 6:16 PM



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