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Articles tagged "Lori Van Dusen"

Lori Van Dusen: You can't say that the client is first and then look for ways to double-dip.

Focus Financial firms play a lively game of ping-pong with the Broker Protocol
Focus and its biggest RIA, Buckingham, exited the Protocol this summer while Lori Van Dusen signed on, but there's no change in its strategy to go after breakaway brokers, co-founder says

Monday 9.10.12
Matt Dillig: Everybody calls the same people but not everyone has the same outcome.

How a young, new HighTower recruit built his business to $1 billion in assets with just 30 clients
Matt Dillig's team is the Chicago aggregator's first 'get' from Credit Suisse, known for its superwealthy clients

Wednesday 8.22.12
Rudy Adolf has made Focus Financial a giant among buyers, but now it may be looking for its own buyer.

Summit Partners is reportedly shopping around its stake in Focus Financial
Focus has wheeled and dealed this year with acquisitions and big lines of credit -- now this

Thursday 5.24.12
Kim Pugliese: I should be thanking Kodak.

How a billion-plus RIA in upstate New York bagged top managerial talent from just down the street
Lori Van Dusen hired Kim Pugliese away from Kodak after deciding she needed heightened managerial skills at her newly independent firm

Wednesday 4.11.12
Lori Van Dusen has been thinking about starting an RIA for 20 years but the 'pieces' couldn't be assembled to her liking, until now.

Dynasty Financial wins the account of Lori Van Dusen's new RIA through Focus Financial
The arrangement holds the possibility of a symbiotic advisor-vendor relationship between the wealth management platform and the big aggregator

Tuesday 10.18.11
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