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Most Emailed Stories »

Todd Clarke: Advisors who are being advised to sell their businesses in order to
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Why shock-and-awe over low succession planning rates is unhelpful and distasteful

Before boomers turned into Bobos, they were characterized as “selfish, entitled and unwilling to grow up.”
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A New York Times article gets real on the topic of marketing to millennials

Joe Duran: What we've done is incredibly rare.
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Joe Duran explains United Capital's 100% revenue growth to $100 million since 2012 and the firm's complex plan to grow faster

Jason Del Col: Our vision of the next-generation of an RIA office is they can service $200 million to $300 million with a support team in Dallas and not a lot of infrastructure.
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In calculated gamble, United Capital begins to build, not buy, growth in major cities

Peter Mallouk: We're laser focused on clients and absolutely not focused on acquisitions and breakaways and trying to merge cultures. I'm not trying to be the most well-known person in the industry.
1 shares
By outing a reluctant star in Peter Mallouk, Barron's Top 100 advisors list yields a surprise winner -- Leawood, Kansas


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