Feb 22, 2011
Why one Merrill Lynch advisor needed to break away twice to become an RIA
Rahul Shah's first breakout attempt to Wachovia's FiNet fizzled and, his wife, Tejal Shah masterminded the second effort
Person
1 articles
Rahul Shah's first breakout attempt to Wachovia's FiNet fizzled and, his wife, Tejal Shah masterminded the second effort
The Industry Sourcebook for RIAs