TechLeaders Conference 2012

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  Outsourcing the Back Office Across the Globe

  By John Sullivan, AdvisorOne  |  March 21, 2012

  Now that Lou Dobbs and other TV talking heads have mellowed on the outsourcing hysteria circa 2004, a sober look at the strategy, especially when it comes to the broker-dealer back office, is yielding positive results in efficiencies and cost containment.

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  High Praise for Low-Tech Mobile Assistant at 2012 TechLeaders Conference

  By John Sullivan, AdvisorOne  |  March 21, 2012

  “Sometimes the simplest solutions are the best solutions,” says Corey Westphal, president of Madison, Wis.-based Mobile Assistant. “This means something that doesn’t have a six-month implementation process.”

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  Three Big Trends in RIA Industry: 2012 TechLeaders Conference

  By John Sullivan, AdvisorOne  |  March 20, 2012

  Tim Welsh, president and founder of Nexus Strategy, discussed several major trends in the RIA space, like stronger demand for independent advisors and Canadians looking southward.

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  2012 TechLeaders Conference: Unusual Format a Hit With Attendees, Vendors

  By John Sullivan, AdvisorOne  |  March 20, 2012

  A rapid-fire slew of presentations opened the 2012 TechLeaders Broker-Dealer Technology Conference in Dallas on Tuesday.