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Black Diamond and Advent are still in reach but the firm's appeal to smaller fry in need of low pricing is more limited
With Fidelity Investments as sponsor, Barron's hiring the hall and Marty Bicknell cracking the whip, an RIA 'Shark Tank' will bow in Orlando
The big execu-shuffle may reflect influx of power players into the business of financial planning software -- perhaps hottest of RIA technology categories
The rare internecine RIA dispute caused a wound that can now begin to heal
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