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By James Picerno |
February 1, 2008
The announcement last November that two of the largest independent wealth managers have joined forces may look like a modest deal from the vantage of...
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By James J. Green, AdvisorOne |
December 1, 2007
Typifying a growing trend in the independent advisory industry, two big California wealth management firms--Kochis Fitz of San Francisco and Quintile Wealth Management of Los...