What lessons can Barron's #1 rated financial advisor teach us?
The practices of Ric Edelman, Ken Fisher and Adam Bold share similar approaches
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John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months
The No. 2 man at the $181-billion RIA built a uniform client experience, but now has a chance to be CEO of VC-backed firm based in his hometown