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Why only 10% of elite RIAs are receptive to fund wholesalers yet depend on a handful of good ones

Fund wholesalers say the research based on the FT 300 distorts reality and RIAs admit liking what wholesalers provide under the right conditions

Author Brooke Southall February 6, 2016 at 12:27 AM
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Steve Janachowski: I don't take the phone calls or I wouldn't get anything done.

Steve Janachowski

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Loren Fox

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John McDonough

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Marcel Dawson

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Jonathan Apsley



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January 6, 2020 at 6:32 PM

When Steve Janachowski's RIA hit the $1-billion wall, he started hiring women execs and talking M&A; Now he's at $1.7 billion but still seeking to validate his strategy

Bookended by poaching Peg Pike to COO in 2014 and Jill Carothers of late, the Brouwer & Janachowski CEO is seeing success but no great surge in women clients -- yet

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