e-signature

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  Bernie Clark: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 20, 2013

  Clark has shown quiet but confident leadership not merely in growing Schwab’s custody unit, but in addressing many of advisors' most trying issues.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Curian Capital Launches Processing App for Managed Account Proposals

  By John Sullivan, AdvisorOne  |  March 27, 2013

  One-stop shopping with the touch of a finger is “pretty cool,” according to Mark Schoenbeck. Advisors might find it hard to disagree.

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  LPL Taps Ex-Dell CIO for Top Tech Post

  By Janet Levaux, AdvisorOne  |  December 14, 2012

  Victor Fetter will move from Austin to Charlotte, N.C., to head the independent broker-dealer's growing IT squad.

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  BDs: Are You Opening Accounts the Wrong Way? You Could Be Losing Clients and Advisors

  By Danielle Andrus, AdvisorOne  |  October 26, 2012

  Broker-dealers that don’t have well-developed account opening processes are losing clients and depressing advisor satisfaction levels, a white paper released by Aite Group on Thursday found.

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  Considering E-Signatures

  By Dan Skiles  |  March 26, 2012

  Electronic signature technology (e-signature) has been around for a number of years.

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  Clearing Firms’ Expanded Mission

  By Jane Wollman Rusoff  |  March 26, 2012

  Financial advisor Bruce G. Allen, who catered to HNW individuals in Denver, staunchly survived the 2008-09 financial crisis and was ready to embark on a growth program — only problem was, he didn’t know how to do that.

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  Top Portfolio Products: Global X Partners With Dorsey Wright; Hartford Grows Annuity Business

  By Marlene Y. Satter, AdvisorOne  |  August 28, 2011

  Broadridge releases mobile ProxyVote platform for Canadian shareholders; Assurity Life adds e-signature, new product.