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Nationwide buys Jefferson National under purported DOL duress but 'good private equity' and good planning may rule the day

The big Columbus, Ohio national insurer can certainly use a fiduciary annuity -- if there is such a thing -- but ROI is impetus number one

Author By Lisa Shidler September 30, 2016 at 7:25 PM
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Kirt Walker: This little DOL thing came along and it wasn't the primary reason for doing this, but it was about the RIA and fee-based world.


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Plague of failed hires at strapped RIA firms 'come back to bite them,' making the process of closing bandwidth deficits falter, two new studies show

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February 28, 2024 at 3:36 AM

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January 13, 2024 at 2:24 AM

Goldman Sachs-Creative Planning deal is bleeding defectors -- 16 more last week, report says -- auguring a 'potential disaster,' analysts warn

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October 4, 2023 at 2:16 AM

Dan Seivert's ripping success in RIA M&A deals has odd side effect of having some sidearm staff leave for new vistas

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July 20, 2021 at 1:17 AM


Mentioned in this article:

Cerulli Associates
Consulting Firm
Top Executive: Kurt Cerulli



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