Sep 23, 2016
FolioDynamix president uses conference to KO robos and call them a 'free beta test'
A half-full message on DOL rules is the federal mandate to ask clients about held-away assets as a matter of fiduciary responsibility
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Steve Dunlap
3 articles
Articles tagged "Steve Dunlap"
Feb 8, 2016
Why Pershing's CEO pick looks uninspired, and why that look may be deceiving
LIsa Dolly is a rare 'lifer' in a transient industry but those who know the clearing giant's first woman leader say her entrepreneurial spirit and decades at Pershing make her an inspired choice
Jun 28, 2013
Making sense of Steve Dunlap stepping into Barnaby Grist's 'big shoes' as Cetera's RIA czar
The Lockwood, Pershing and Schwab alumnus with a products and PM background is tasked with leading strategic development and expansion of Cetera’s RIA unit
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