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Articles tagged "Bill Lako"

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Stuart DePina: They wanted to find a reach into the RIA channel and they placed their bet on Tamarac to make that happen.

Envestnet struts upmarket stuff by signing a $1.5-billion, a $3.3-billion, a $2.3-billion and a $4-billion RIA to big technology deals

Post-Tamarac acquisition and bolstering, the Chicago-based king of SMAs to IBDs poached accounts from the likes of The Colony Group, Henssler Financial, Laird Norton, RegentAtlantic from legacy RIA providers

November 25, 2013 at 9:13 PM

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Articles tagged "Bill Lako"

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November 25, 2013 at 9:13 PM

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Articles tagged "Bill Lako"

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November 25, 2013 at 9:13 PM

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