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Articles written by Kelly O'Mara and Brooke Southall


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Frank Troise says he sold his company for $6 million, signed on Loring Ward, The BAM Alliance and seven top hedge funds to receive his referrals.

How Frank Troise is looking to shoot the 'Google Love' moon -- with DFA, VC, crowd-sourcing and M&A aspects -- and why some critics see it as an elaborate salvage sale

The original referral model, MyFreeRetirementReport.com, proved suboptimal when brokers allegedly failed to pay up, and now industry leaders are leery of the new model's practical and regulatory viability

October 27, 2013 at 6:52 PM

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