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Why operations teams are the unsung heroes behind breakaways

Anna Maria Garcia | InvestmentNews, September 2017

Summary: The breakaway movement has continued to gain headlines as more teams have make the leap to the RIA channel. Most articles surrounding recent breakaways tend to focus on how much assets the adviser has managed, the adviser's experience in the industry and the custodians and technology firms that may have assisted the RIA formation. What everyone seems to overlook are the vital operations teams that are toiling away behind the scenes to ensure the transition's success.

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