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Articles tagged "Lepore Financial"

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Matt Wilson has replaced Brian Davis as head of Scottrade's custodian and is presiding over its acute strategy shift.

After cutting loose its RIA chief, Scottrade is culling some RIAs and imposing an 'unpublished' $12,000 fee on others

Brian Davis is gone and the St. Louis firm is dealing with an unwelcome P&L effect after open invitations to all RIAs of all sizes produced more expenses than revenues

August 1, 2014 at 6:26 AM

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Articles tagged "Lepore Financial"

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August 1, 2014 at 6:26 AM

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August 1, 2014 at 6:26 AM

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