Articles tagged "Shepherd Kaplan"
Did Vestorly just right-place, right-time itself into an advisor content force with Dow Jones deal -- and what seems set to follow?
The New York-based startup is out-Dow Jones-ing Dow Jones at distributing the Wall Street Journal to advisors but very much with its blessing, too
July 21, 2016 at 11:47 PM
Luminous Capital makes partners of on-the-loose former Shepherd Kaplan wealth managers
Adding Malloy and Conte was not part of the big LA-based RIA's carefully scripted plans