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Articles tagged "Marks Group Wealth Management"

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Ben Marks: It would defeat the purpose of the hybrid model if we were to custody with other brokers.

How LPL lured advisors from Raymond James, UBS and Ameriprise to its hybrid RIA platform

The big IBD is rapidly growing an RIA custody unit with advisors who want to do fee business in a brokerage environment

March 2, 2011 at 3:00 PM
Ben Marks: We had many clients ask us, once the market downturn took place, why we were still at UBS?

How a UBS skull session was complicit in showing this advisor the path to independence

The final straw: clients openly asked why he was still with a wirehouse

October 29, 2010 at 4:24 AM
Derek Bruton is now in charge of LPL's hybrid business after years of RIA experience with Merrill Lynch, TD Ameritrade and Schwab

LPL's hybrid RIA platform is fast off the mark and names new leaders for 2010

The giant IBD has already surpassed Raymond James' RIA assets but Derek Bruton plans to build on momentum

January 25, 2010 at 7:05 AM
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