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The gist of the story: He was rich as hell at 34 years old after selling a company to GE and he realized it didn't solve much
Joe Duran is pleased bring aboard another woman-led firm -- a trophy, albeit low-key, outfit that sits among brand giants like Starbucks, Amazon and Microsoft
There is empirical evidence that challenges are increasing but also reasons to believe they can be met
Stephanie Bogan will lead the training center that aims to create corporate 'mini-me's' around the country
Tussles over scale, branding and professional service played out vividly in Vegas
Aggregator honchos appeared together under the unloved roll-up tag to highlight differing and evolving facets of their firms
The biggest of LPL's affiliates shows a walk-before-run approach to inorganic growth
The coming 'life management' model won't be addressed by the big guys or the little ones in this very young industry, says the United Capital CEO
Elliot Weissbluth, Knut Rostad, Charles Goldman and Joe Duran helped show us why thought leadership begins when sparks fly
The New York-based agglomeration of financial businesses is looking to inject higher levels of intelligence, best practices and culture by bringing the services of Fusion in-house
The big Newport Beach, Calif.-based RIA and consolidator is putting big dollars toward turning existing offices into marketing and recruiting machines
The $14-billion RIA aggregator has identified a niche that represents a crying need for advice and a place where money is in motion
It's expensive, hard work, hard to charge for, difficult to deliver and adds real value
Edelman Financial prepares to marry Lee Equity, but it's also open to a better offer
Brad Griswold had a fondness for Schwab from using PortfolioCenter and is determined to remove all obstacles to growth, profitability and offering choice to clients
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