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Most Emailed Stories »

Ed Murphy: It hasn't led to a pause on the part of our prospects.
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Bob Reynolds delegates the Great-West 401(k) business to old Fidelity mate after excruciating three-way choice

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

David J. Dunn: We like fundamental investments that have inherent value.
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How Bitcoin is penetrating RIA portfolios by looking riskier to ignore than embrace

Bob Reynolds: We're going to run the businesses together as one company.
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Bob Reynolds does 'a lot of testing' to avoid foisting his 'Great West' brand on JP Morgan and Putnam Investments clientele

Abby Salameh: There is no good place for emoticons in a professional relationship.
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5 ways for RIAs to avoid social media and 'holistic' wealth management overreaches in a share-happy e-world


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