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Articles tagged "Prudential"


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Leon LaBrecque's firm got nine new clients last week alone by positioning itself to win the wave of automotive pension assets

RIAs are set to capture chunks of the $26 billion that GM is spinning out of its pension plan

Retirees are looking to RIAs to help them make a once-in-a-lifetime decision -- and experience shows advisors get richly rewarded

June 26, 2012 at 3:56 PM

Chris Costello: We call it creating the bionic adviser.

How two Wachovia breakaways broke some rules and grew $23 million AUM to $320 million in seven years

The ex-Wachovia team creates 'bionic' advisors, tucks in advisors, poaches advisors and does free work

July 21, 2011 at 2:09 PM

During Steve Cassaday’s first year of independence, he watched his life savings dwindle. “I was crushed like an eggshell,” he says.

A breakaway story, old-school style

Cassaday's wirehouse departure began as a tailspin but 17 years later he's an RIA and top producer with Royal Alliance

January 22, 2010 at 5:52 AM

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