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How a clique of industry vets plan to revive the swooning IBD space -- and why industry watchers don't like their chances

Using a newly purchased hybrid IBD-RIA as guinea pig, Innovative Equity Partners aims to make small IBDs a collective force to be reckoned with -- without sacrificing their individual identities

Author Kelly O'Mara August 22, 2012 at 4:40 AM
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John Simmers: No one has had these conversations with these people before.

Doug Dannemiller

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Mark Tibergien

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Jim Crowley

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Keith Gregg

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John Simmers

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Ramu Singh

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Dwayne Calton



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See more related moves

Mentioned in this article:

Cerulli Associates
Consulting Firm
Top Executive: Kurt Cerulli

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

Aite Group
Consulting Firm
Top Executive: Frank Rizza

Rady Asset Management, LLC
Asset Manager for RIAs
Top Executive: Harry Rady



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