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RIABiz

Debriefing a post-Convergent Steve Lockshin as he once more builds a classic RIA — or is it neo-classical?

By Steve Garmhausen

AdvicePeriod’s chief says he won’t poach Convergent (if he can avoid it) and hopes that his $300-million RIA will have a Betterment feel

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This article originally published January 8th, 2015 on RIABiz.