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Articles tagged "David Kaufman"

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Ben Marks: It would defeat the purpose of the hybrid model if we were to custody with other brokers.

How LPL lured advisors from Raymond James, UBS and Ameriprise to its hybrid RIA platform

The big IBD is rapidly growing an RIA custody unit with advisors who want to do fee business in a brokerage environment

March 2, 2011 at 3:00 PM
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