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LPL Financial sees explosive asset growth of model portfolios by linking BlackRock and J.P. Morgan-level brand names to the little guy

The big IBD saw a 72% jump in assets for its Model Wealth Portfolios platform to near $9 billion after lowering account minimums to $25,000 from $100,000

Author Brooke Southall July 13, 2012 at 3:32 AM
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Debra Taylor: None of my clients has balked at it. If a manager doesn't perform, they will be fired.

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See more related moves

Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

Tiburon Strategic Advisors
Asset Manager for RIAs
Top Executive: Charles Roame

Private Advisor Group
Specialized Breakaway Service, RIA-Friendly Broker-Dealer, RIA Serving Other RIAs
Top Executive: RJ Moore, Chief Executive Officer




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