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He also signed up with APFORIA, a platform for independent, fee-only advisors with a focus on military clients that helps with compliance and other business operations. Alex Ortolani , Senior Reporter , WealthManagement.com July 18, 2025 10 Min Read The struggle is real. When do they graduate into building an enterprise?
He published a number of whitepapers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. This whitepaper is an echo of Hurley’s original forecasts. Which means?
Feeonly advisors can now purchase annuities for their clients without having to be licensed agents. As a litigation economist, he specialized in retirement plan valuation and rendered thousands of opinions regarding defined benefit and defined contribution retirement plans property matters for divorcing couples.
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