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State Farm is (almost) 'there' as it moves 15,000 SEP accounts to Ascensus, affirming RIABiz report a very MoneyGuidePro-wielding RIA is on the way this year

Assured by client feedback, giant insurer keeps edging into the fiduciary field but its agents will maintain licenses to sell and sell, too

Author By Lisa Shidler January 29, 2019 at 7:38 PM
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State Farm will separate sheep and goats with new RIA play but is it still a commission wolf in sheep's clothing?

Related Moves

How $7B Professional Capital Services is trying to out-nimble, out-RIA $188B Ascensus but with Edmond Walters there to carry a big stick

The eMoney founder joined the Philly TPA's board to oversee a PCS that hires madly, rewrites software, RIA-izes its services and develops marketing punch

February 28, 2019 at 12:41 AM


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Ascensus
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Top Executive: Bob Guillocheau




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