client relationship management

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  New Hire Roundup: Lincoln Financial Advisors Appoints Joseph Gaeckle

  By Marlene Y. Satter, AdvisorOne  |  April 17, 2013

  This week in new hires, Joseph Gaeckle was appointed managing principal at Lincoln Financial Advisors, and Jeff Conway was named to lead a data analytics group at State Street.

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  Impressions From T3 Conference: The Future Is Bright, Part 1

  By Michael E. Kitces  |  February 19, 2013

  Perhaps one of the most striking themes heard at the conference is that the technology solutions have become so numerous, one of the greatest challenges is just choosing among them all.

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  Disruptive Trends in Planning Software, Pt. 1—The Cloud and APIs

  By Michael E. Kitces  |  February 4, 2013

  Having near-universal access to "the cloud" from any device and any location, and the emergence of application programming interfaces (APIs) that allow disparate software packages to integrate are driving several trends that benefit advisors.

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  Top 7 Tech Trends for Advisors in 2013

  By Joyce Hanson, AdvisorOne  |  December 19, 2012

  Technology is not just about Excel spreadsheets anymore. Big tech changes are ahead for advisors in 2013.

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  Top Portfolio Products: Vanguard Switches Indexes to Cut Costs

  By Marlene Y. Satter, AdvisorOne  |  October 8, 2012

  New products introduced over the last week include a new annuity from Northwestern Mutual, a fresh fund from Hatteras and a CRM update from Schwab.

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  Power in Practice: A Coaching Program to Last a Career--Part II

  By Joni Youngwirth  |  May 22, 2012

  For participants in Power in Practice, an in-house business coaching program offered by Commonwealth Financial Network, the course can sometimes feel like drinking from a fire hose.

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  Tech Eminence

  By Chip Kispert, Marshall Levin, Peter Montoya  |  March 26, 2012

  As educational editor of the 2012 TechLeaders Conference on March 19–21 in Irving, Texas, Beacon Strategies LLC is contributing to the conference’s goal of developing thought leadership that can be shared by broker-dealers of all sizes.

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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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  ByAllAccounts, Redtail Join in Tech Partnership Expanding Access to Client Data

  By Joyce Hanson, AdvisorOne  |  August 24, 2011

  ByAllAccounts and Redtail Technology announced a partnership that will give advisors easier access to a client snapshot that combines client relationship management (CRM) software with clients’ account data.

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  CRM: An Untapped Engine for Growth

  By Neesha Hathi  |  July 28, 2011

  While the vast majority of advisors have implemented some form of client relationship management (CRM) software in their practices, most of them continue to overlook what may be CRM’s biggest benefit to an RIA business: the ability to fuel and support growth.