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Most Emailed Stories »

David Zier apparently was questioned about money managed for friends and relatives outside the RIA he managed.
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Barron's: David Zier's death takes another tragic twist

Lou Harvey: It does mean that annuity sales will no longer be a 'caveat emptor' type of transaction.
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'Paradigm shift' in 401(k) flows opens the DOL door for annuities in 401(k) plans and RIAs are split

Trisa Summers: The more I understood the level of transparency ... you have to be really comfortable.
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Zero Alpha Group fraternity adds a sister to its elite $14-billion DFA RIA club

David Stofer: At SageView I had to sell and service clients....I want to be a consultant.
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How Mariner Holdings is angling to become a $3-billion 401(k) company overnight by co-opting a local SageView office

Adam Nash: Having $100 million in the bank allows us to retain independence from Wall Street.
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Wealthfront responds with force to Schwab CEO's robo announcement


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