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By Marlene Y. Satter, AdvisorOne |
July 24, 2012
This week in new hires, Achaean Financial announced that Professor Shlomo Benartzi would become its first academic advisor, and Michele Wein Layne was named regional director of the SEC’s Los Angeles regional office.
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By Michael S. Fischer |
December 7, 2010
Dynasty Financial Advisors has rolled out a comprehensive platform of best-in-class wealth management solutions, tailored for independent financial advisors serving wealthy clients with sophisticated needs, the firm announced Monday.