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What led to Advizent's end and why Steve Lockshin is unfazed, even energized

The RIA business -- including custodians, asset managers and advisory firms -- lived up to its reputation of resisting cooperation

Author Steve Garmhausen May 15, 2013 at 11:00 PM
4 Comments
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Steve Lockshin: I think we were surprised at the resistance from the entire industry.

Charles Goldman

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Steve Lockshin

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David Zier


Pat Mulvey

Pat Mulvey

May 22, 2013 — 12:57 AM

If I understand this, which I may not, this is sad. As someone who has sat on the side of the table as a fiduciary- complete with the liability, expectation and responsibility- I find this offensive. Having the obligation to act in the best interest of the participants or asset owners should not be a marketing ploy. That’s what this seemed to be. Unfortunately, it seems as though we have some folks who have no idea or experience in this world and for my money it seems cavalier to treat so many things as commodities. Does this person have any idea what happens without proper due diligence? Stuff happens and managers blow up, asset allocations go amidst- but if you cannot point to the scrutiny which led you to you decisions… If this group ever made it to the board room consisting of people with such a real fiduciary responsibility- they would be asked to leave. Others have and fiduciaries have seen every slick marketer. They should have failed and, in my view, best for everyone they did.

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