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Articles tagged "SmartNest"


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Dave Butler: If there’s a $50 million advisor, they might want to know something from a $500 million advisor.

DFA engages former Moss Adams analyst as it pilots its intel deeper into RIA space

The Austin, Texas-based firm is bringing on Jeff Pierce as part of its initiative to build its own in-house research arm

May 9, 2012 at 4:37 PM

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