Nov 4, 2010
Geller Group finds its white knight within the Focus Financial family
The DOL investigation goes on but -- undeterred -- a Massachusetts company takes the TPA under its wing
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The DOL investigation goes on but -- undeterred -- a Massachusetts company takes the TPA under its wing
Sheldon Geller and Manny Ehrlich have been grooming Alan Pfeffer to take over the 401(k) company since selling a big stake to Focus Financial in 2006, according to the firm's new leader.
The Industry Sourcebook for RIAs