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Articles tagged "Lara Shull May"

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Lori Van Dusen: You can't say that the client is first and then look for ways to double-dip.

Focus Financial firms play a lively game of ping-pong with the Broker Protocol

Focus and its biggest RIA, Buckingham, exited the Protocol this summer while Lori Van Dusen signed on, but there's no change in its strategy to go after breakaway brokers, co-founder says

September 10, 2012 at 4:31 PM

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Articles tagged "Lara Shull May"

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September 10, 2012 at 4:31 PM

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Articles tagged "Lara Shull May"

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September 10, 2012 at 4:31 PM

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