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Moves

Founders of $18.6B RIA exit JPMorgan to build client portfolios on their terms

By Dan Shaw · Financial Planning ·

Image: Financial Planning

Phil Scott and Jim Atwood said when they joined JPMorgan from the failed First Republic bank they were assured they'd be immune from pressures to periodically rebalance client portfolios. But it didn't work out like that.

Summary as published by Financial Planning
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