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This MBA chose an RIA, now with $1.4 billion AUM, but as a business model, not as professional choice per se

Neal Simon says that -- Ric Edelman aside -- nobody is plotting expansion like him

Author Steve Garmhausen February 14, 2014 at 5:26 PM
2 Comments
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Neal Simon: We decided to put our money where our mouth was and we hired a full-time [recruitment] person.

Ric Edelman

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Neil Simon

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Steve Garmhausen


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June 26, 2014 — 4:03 PM

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June 26, 2014 — 5:27 PM

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Related Moves

July 23, 2020 at 1:42 AM

Executive shake-up and staff hiring binge change Dynasty Financial Partners' talent mix, with Todd Thomson, Scott Welch, Ed Friedman and 12 women as headliners

The St. Petersburg-based producer of 'synthetic RIA scale' will continue to aggressively hire and adjust its talent ranks as it readies for next growth push.

September 24, 2019 at 2:02 AM

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

July 11, 2019 at 4:26 AM


Mentioned in this article:

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina



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