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Independent Financial Advisors Should Voluntarily Raise the Bar on Standards: It-s Right for Consumers and Good for Business

40-Act Principles Have Served as the Gold Standard for Fiduciaries, but Advisors Can and Should Do More to Distinguish Themselves, Say Advizent Founders, Charles Goldman and Steven Lockshin

Robert S. Kaplan, Senior Associate Dean and Professor at Harvard Business School, and Robert A. Levy, Chairman of the Board of Directors at the Cato Institute, to Join Advizent-s Independent Board of Standards

BOULDER, CO — (Marketwire) — 08/20/12 — today announced that Robert S. (Rob) Kaplan, Senior Associate Dean and Professor of Management Practice at Harvard Business School and former Vice Chairman of Goldman Sachs, and Robert A. Levy, Chairman of the board of directors at the Cato Institute, will serve as a board members of Advizent-s Independent Board of Standards. The Independent Board is charged with developing a concise set of Standards of Excellence for all advisors providing investment

Advizent Membership Surpasses $100 Billion in Aggregated AUM, Reaching Launch Goal Well Ahead of Projections

WASHINGTON, DC — (Marketwire) — 06/04/12 — Advizent today announced it had met its initial goal of $100 billion dollars in aggregated member AUM/AUA. Over 70 firms have become members, launching Advizent over the $100B mark."We thought there would be broad industry acceptance, but even we-re surprised by the speed at which advisors are joining," Steve Lockshin, co-founder of Advizent, said. "It-s a very strong signal that the concept is not just viable, but that the industry


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