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Articles tagged "Dan Goldie"


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Adam Birenbaum (left) is already rolling up Alex Pott's longtime TAMP clientele in the months following their merger.
March 9, 2019 at 3:28 AM

Karl Thunemann: Tibergien stops me and says, 'I want to be very emphatic about this. There is nothing wrong with a solo practitioner. Nothing at all.'

Investor Karl interviews Mark Tibergien -- guru, author, chief -- who tells why solo practices are far from extinct

The gospel of RIA says these days that big and complex is The Way, but the Pershing Advisor Solutions chief proves an unexpected champion of the mom-and-pop advisory shop

July 3, 2013 at 4:31 AM

Dan Goldie: They already know the investment approach before we even talk.

Dan Goldie tells how his NY Times bestselling book has changed his practice, and how his co-author affected his life

The ex-tennis pro now has windfall prospects but still structures his RIA firm so he can spend all his time with clients

December 2, 2011 at 7:46 AM

Gordon Murray used his final months of life to advocate on behalf of investors -- and got huge global attention.

After two years of defying the odds, Gordon Murray, co-author of The Investment Answer, dies of cancer

The DFA acoloyte helped take his book from idea to publishing phenomenon in six months

January 19, 2011 at 2:46 PM

Dan Goldie (on left): This is why we did all the work. (Gordon Murray is seated on the right.)

Two DFA advisors win big book contract after 'Dying banker' article in NYTimes

Success continues to come, rapid-fire, and Dan Goldie gets help in his practice

December 28, 2010 at 2:20 PM

Dan Goldie [on left]:I knew I would get Gordon Murray [on right] hooked.

'Dying banker's last instructions' article in New York Times sends book sales soaring for two DFA advisors/authors

When Gordon Murray was given six months to live, he and Dan Goldie set to work

November 29, 2010 at 4:45 AM

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