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4 articles
The New York roll-up introduces 'Connectus' as an 'evolution,' but industry observers see a real pivot, hence a gamble that imperils existing bets on autonomy's animal force
If 'Secrets of Successful Acquirers' didn't live up to its scandalous billing, some sparks did fly at Gladstone's annual confab
Focus and its biggest RIA, Buckingham, exited the Protocol this summer while Lori Van Dusen signed on, but there's no change in its strategy to go after breakaway brokers, co-founder says
After three private equity firms passed on the deal for the $50-billion aggregator, Polaris Venture Partners' Alan Spoon seems to be calling shots and comfortable with its options
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