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The former national RIA sales exec at Fidelity brings charisma and vision to the task of making unlikely mates of his Florida company and a whiter-gloved Silver Bridge.
Assets seem to be growing healthily at family offices but many of the old-school practices are in a bad spot
The soft-spoken, hard-driving guy is largely credited with Schwab's sale to BoA, its buyout from BoA and its IPO -- all big successes
Moving into San Francisco almost on the QT, AMG-owned Veritable confirms its first national foray -- but declines to disclose its address
A sales culture is being driven by competitve pressures and opportunities for fresh assets that are too tempting to pass up
FOX sees niche as big RIAs fill fiduciary void, banks lose their hegemony and the economy mints more ultra-affluent investors
Michael Russo is signing clients and making hires from digs in Napa
Jeff Handy becomes part of Argos Wealth Advisors and reunites with old Montgomery Securities rainmaker
Putting great people and the RIA business model together holds tremendous promise, analysts say
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