Updated Tuesday, March 31, 2015 as of 5:45 AM ET

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Bob Veres Insider's Forum

The 2014 Bob Veres Insider's Forum will be held on September 9 - 11 at the Hilton Anatole in Dallas, TX.This event is for CEOs, Chief Investment Officers and investment professionals, as well as COOs, key staff members and implementers. Topic themes include the forces that are shaping the advisory firm of the future, how to develop talent within your firm, and how to research and build better investment portfolios for your clients. …

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Advisors on the Move: Merrill Loses Billion-Dollar Advisor, Lures Teams With $800M
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