Marketing & Technology

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  Mobile Technology ‘Distracting’ From Long-Term Planning: Northwestern

  By John Sullivan, AdvisorOne  |  April 19, 2013

  Respondents across all generational cohorts are increasingly distracted by technology.

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  Strategies to Improve CE Credit: More Is Better

  By Michael E. Kitces  |  April 19, 2013

  The more CE required, the more demand there is for CE credit, and the more providers willing to try to craft quality CE credit.

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  Bloomberg Jumps on ‘Twitter A-List’ After SEC’s Social Media Decision

  By Joyce Hanson, AdvisorOne  |  April 18, 2013

  Now that the SEC has green-lighted public companies’ disclosure of corporate information on social media sites such as Twitter and Facebook, the Web is jumping all over the news.

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  5 Proven Ways to Drive More Word-of-Mouth Referrals

  By Cynthia Stephens, ByAllAccounts  |  April 18, 2013

  Can you systematize your word-of-mouth referrals, one of the most valuable forms of advisory firm business building? Yes; here's how.

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  Advisor Industry ‘Disruptor’ BrightScope Adds Kitces to Advisory Board

  By Joyce Hanson, AdvisorOne  |  April 17, 2013

  In naming Pinnacle advisor and Web guru Michael Kitces to its advisory board, BrightScope is targeting online transparency as it offers lead generation opportunities to advisors.

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  First Clearing Launches Tools to Fight Cybercrime, Other Risks

  By Danielle Andrus, AdvisorOne  |  April 17, 2013

  The new tools are based on the “four pillars” of risk management, including educational support, consulting, events and technology.

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  Strategies for CFP Board to Improve Continuing Education Credit

  By Michael E. Kitces  |  April 17, 2013

  It's no secret that the current state of CFP CE credit is a sorry affair. But the CFP Board, as the keeper of the CFP marks, wields a great deal of power to change the system for the better.

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  Wealth Managers Look to Technology to Free Up Time for Clients

  By Michael S. Fischer  |  April 16, 2013

  Wealth management firms will focus on leveraging technology to provide a better experience for clients and advisors over the next two to five years, according to a new survey released Monday by Ernst & Young.

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  Envestnet to Acquire Prudential Bank Wealth Management Unit

  By James J. Green, AdvisorOne  |  April 12, 2013

  The deal will solidify ENV’s presence in the bank channel, CEO Jud Bergman says. The $10 million-plus acquisition adds scale to its platform.

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  How Automation and Scalability Can Keep You Compliant

  By James Carney, ByAllAccounts  |  April 12, 2013

  For an RIA firm to survive an audit in the age of transparency, it must gather and process data differently. Here are three tips to do so.