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By James J. Green, AdvisorOne |
September 25, 2012
On a hot, sticky August afternoon in northern Virginia, three Washington-area advisors created their own cool heat inside as they discussed what they learned about themselves and their firms from participating in Schwab Advisor Services’ “Insights to Action” program.
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By Michael S. Fischer |
May 30, 2012
Sterne Agee, a privately owned investment banking and brokerage firm in Birmingham, Ala., opened a wealth and estate management group last week.