Sep 28, 2016
Cornered by custodial edicts, CONCERT exits RIA business in deal with Arkansas-based white knight
Bill Sowell's first order of business is to keep the advisor crew on board, using as one sop the familiarity of CONCERT's proprietary CRM
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Bill Sowell's first order of business is to keep the advisor crew on board, using as one sop the familiarity of CONCERT's proprietary CRM
The Industry Sourcebook for RIAs