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Articles tagged "James Cravotta"

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Felipe Luna: While the wirehouse model certainly has its detractors the one thing it does really well is it support the advisor on client-based activities and that's why they're so much more productive. That's the crux of our model.

CONCERT Wealth Management nabbed 12 wirehouse teams in the last 12 months and this wirehouse-lite is just getting started

The San Jose-based firm targets advisors with as little as $100 million and it doubled in size in the last year

September 27, 2011 at 4:32 AM
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