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By James Carney, ByAllAccounts |
March 28, 2013
Data has become a strategic asset to advisory firms; those with the best data workflow will have the richest analytics, reporting and insights
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By Michael E. Kitces |
February 25, 2013
Seeing the cutting edge of technology at the conference also served to highlight the emerging challenges of technology development.
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By Gil Weinreich, AdvisorOne |
February 27, 2012
Veritat, a new approach to financial planning, makes it convenient for advisors to focus on building their book and minimizing their costs, while providing comprehensive planning for clients.