client management

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  Envestnet Finds 20% Income Rise for RIAs Who Integrate Tech

  By Joyce Hanson, AdvisorOne  |  June 18, 2013

  The Envestnet | Tamarac white paper also found that registered investment advisors with some level of integration have almost twice the amount of assets under management as RIAs with the same size staff but no integration.

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  New Hire Roundup: Commonwealth Named as a Top Place to Work—Again

  By Marlene Y. Satter, AdvisorOne  |  November 14, 2012

  This week in new hires, Commonwealth Financial Network once again made the Boston Globe’s list of top places to work in Massachusetts; Ellen Turf announced she would depart NAPFA next year; and Intech announced a new hire and promotions.

• New Hire Roundup: BondDesk Welcomes Swartz; Kosharek Rises at Raymond James

  By Marlene Y. Satter, AdvisorOne  |  March 28, 2012

  This week in new hires, Donald Swartz went to BondDesk; Jamie Kosharek advanced at Raymond James; and Pinnacle made Michael Kitces a partner.

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  Turning Inside Out

  By Mark Tibergien  |  March 1, 2012

  Generally speaking, activities that are core to your brand and offering should be managed in house while those activities that are incidental or supplemental to your vision and strategy make good choices for outsourcing.

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  New Hire Roundup: Prudential’s King Named SVIA Chair; Cambridge Promotions

  By Marlene Y. Satter, AdvisorOne  |  January 12, 2012

  This week in new hires, James King of Prudential Retirements Stable Value Markets Group was elected as SVIA chairman of the board, and Cambridge announced several internal promotions.

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  On Labor Day, a Look at the State of the Advisor Job Market—Slideshow

  By Marlene Y. Satter, AdvisorOne  |  August 31, 2011

  A look at the latest news surrounding job prospects, recruiting trends and M&A activity for wirehouse brokers, RIAs and every other advisor in between.