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By Savita Iyer-Ahrestani, AdvisorOne |
February 1, 2012
Niche solutions, cloud computing and growth in Asia are expected to buoy the tech space in an overall risky economy
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By James J. Green, AdvisorOne |
January 25, 2012
A panel of leading advisor partner technologists discussed how technology trends here already and on the horizon will affect independent broker-dealers.
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By Stuart DePina |
December 28, 2011
All the buzz about cloud computing has many financial advisors perking up their ears and wondering how cloud computing can benefit them.
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By Melanie Waddell, AdvisorOne |
January 11, 2011
Two days before Christmas, President Obama signed into law The Regulated Investment Company Modernization Act of 2010, which updates and simplifies several mutual fund tax rules.
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By Staff Writer |
December 6, 2010
To help RIAs move their data systems into the world of cloud computing, enterprise content management firm Laserfiche announced a prepackaged integration with salesforce.com.
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By Marlene Y. Satter |
September 1, 2010
Some outsourced, third-party functions are overlooked.
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By Dan Skiles |
May 1, 2010
Cloud computing has attracted a significant amount of attention in the advisor community. Understandably so, since it offers plenty of advantages for businesspeople who have...
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By Jeff Joseph |
March 1, 2010
The conventional wisdom of venture investing is populated with a myriad of musty and meaningless maxims that do little to develop due diligence deft. The...
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By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial |
January 18, 2010
The repeal of the estate tax aside, 2010 introduces the concept of a carryover basis. The assets owned prior to death are no longer stepped-up to the fair market value at the date of death or the alternate valuation date.
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By Francois Gadenne |
August 1, 2008
A generic retirement planning process should first build a floor under the retiree's income and spending risks. In a second stage, it should create upside...
