practice management solutions

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  New Hire Roundup: James Hanna Joins Genworth; Morningstar CFO Departs

  By Marlene Y. Satter, AdvisorOne  |  January 16, 2013

  This week in new hires, Genworth hires a new CTO; Morningstar announced changes in its senior management; and FSI hired Kathryn Anderson and added 500 new advisor members.

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  Investors Cap Reports Profit on Growing Sales

  By Janet Levaux, AdvisorOne  |  November 14, 2012

  The independent broker-dealer has about 450 advisors with $8 billion in assets under management

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  Pursuing Practice Excellence: Where Advisors and Their Partners Part Ways

  By Spenser Segal, ActiFi, James J. Green, AdvisorOne  |  July 24, 2012

  Advisors rely on their partners to run their businesses, and many financial services businesses count advisors as key clients. So why aren't advisors and their partners on the same page when it comes to what works and what doesn’t in practice management?

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  Pursuing Practice Excellence: The Industry Perspective

  By Spenser Segal, ActiFi, James J. Green, AdvisorOne  |  June 26, 2012

  In the second of a series on the findings of our breakthrough practice management study, we gauge where and how the partner firms to advisors are spending their time and dollars on practice management.

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  Pursuing Practice Excellence: The Advisor Perspective

  By Spenser Segal, ActiFi, James J. Green, AdvisorOne  |  May 22, 2012

  In the first of a series of reports by the Investment Advisor Group and ActiFi on our breakthrough practice management study, advisors told us their needs and which partners they rely on—and don’t—for practice management solutions.

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  Envestnet to Acquire Tamarac for $54 Million; Gets Entrée to Higher-End RIAs

  By James J. Green, AdvisorOne  |  February 16, 2012

  Portfolio technology provider Tamarac has 500 advisor firm clients; will become separate division within Envestnet, which will use available cash to fund the acquisition.

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  TD Ameritrade’s Bradley Shifts to Retail as Nally Takes Over RIA Unit

  By Janet Levaux, AdvisorOne  |  February 6, 2012

  Tom Bradley will take over the role of president of retail distribution from John Bunch as Tom Nally becomes head of TD Ameritrade Institutional.

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  As Good as it Gets

  By John Sullivan, AdvisorOne  |  October 1, 2011

  At some point, we all need a John Gagliardi in our lives.

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  4 Tips to Boost Client Referrals

  By John Sullivan, AdvisorOne  |  August 29, 2011

  While financial advisors agree that client referrals are critical to a firm’s growth, nearly half say they’ve asked only 'a small percentage' of their clients for a referral, according to an SEI Quick Poll released Monday.