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Q&A: RIA introduces new guide with tools for RIAs to modernize portfolios and practices

Q&A: RIA introduces new guide with tools for RIAs to modernize portfolios and practices

by Josh Lusk | Sep 30, 2015 | Financial Services, RIAs, Thought Leadership

Editor’s note: At Gregory FCA, we are always excited about collaborating with clients on new projects. When Bill Militello, founder and CEO of Militello Capital, came to us with the idea of creating a resource for the registered investment advisor (RIA) community, we...
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