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Articles written by Elaine Pofeldt


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Ryan McDermott: It's a proven business model, highly, highly validated. I get to work within that.

Why a $6 billion New York RIA is finally making its California debut

The partners of BBR found a fellow Goldman Sachs alum they could trust 3,000 miles away

February 28, 2012 at 5:09 AM

Gil Baumgarten:  New clients say they would have never done business with me at any wirehouse. They think the system is rigged.

How a former Barron's top advisor was able to offload 350 clients and raise profits after leaving UBS

The wirehouse breakaway finds he also has a new social status and the ability to win $19-million clients

December 7, 2011 at 7:37 AM

Craig Campbell: While it wasn’t easy to go independent after years in corporate America, he says, “that doesn’t mean it isn’t worthy of the effort. I definitely feel it’s been worthy of the effort.”

Why a senior Merrill Lynch advisor reluctantly broke away with ultra-affluent clients from the Texas oil patch

After getting the cold shoulder from his younger team members, independence with Wells Fargo's FiNet became attractive

April 8, 2011 at 1:45 PM

Jeff Geygan: We have clients that are professional golfers, state senators, movie actors ... a leading scientist in his field.

Milwaukee Wealth Management was born when Jeff Geygan's investing strategy hit the UBS wall

A value devotee, his picks at times conflicted with the wirehouse's research department

March 8, 2011 at 2:42 PM

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