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By Danielle Andrus, AdvisorOne |
December 4, 2012
When advisors had their systems fully integrated it could increase their revenue by up to 30%, and allow staff to spend 10% more time prospecting and adding new clients, the SEI white paper found.
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By Danielle Andrus, AdvisorOne |
July 16, 2012
While two-thirds of advisors say technology has been mostly beneficial to their firms, 61% say it would be easier to manage if their various systems were better integrated, an SEI survey found.