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Advisor Services Exchange, the enterprise-level collaboration between Envestnet and Dynasty Financial Partners, is introducing an outsourced CFO capability for all advisors.
The results deal a blow to RIA and investor Ancora, which launched a proxy battle with Blucora, parent of broker/dealer Avantax, in mid-March, seeking four seats on the company's board.
The bank filed a complaint in federal court alleging that the former employees resigned earlier this month and have attracted 48 clients with about $59 million in assets.
