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People Moves Related to "How Ric Edelman manages to bring on 4,500 new clients each year by force of personality while diminishing key-man risk at the same time"


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John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months

The No. 2 man at the $181-billion RIA built a uniform client experience, but now has a chance to be CEO of VC-backed firm based in his hometown

July 11, 2019 at 4:26 AM

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