Practice Management

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  5 Strategies to Manage Growth

  By Danielle Andrus, AdvisorOne  |  February 8, 2013

  More than half of advisors expect their revenues to increase by more than 15% in 2013, but just 15% have a formal process to grow and monitor their success, an SEI Quick Poll found.

• How it Works

  By John Sullivan, AdvisorOne  |  December 21, 2012

  Advisors Ahead Preparatory Program is targeted at active students, providing a defined curriculum for their sophomore, junior and senior years.

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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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  Recruiting Roundup: Wells Adds 31 FAs With $3.5 Billion

  By Janet Levaux, AdvisorOne  |  November 16, 2012

  LPL, Raymond James and Securities America also grab reps from rivals.

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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

• Junxure CRM Announces TD Ameritrade Veo Integration

  By John Sullivan, AdvisorOne  |  October 23, 2012

  Technology and practice management consulting firm Junxure announced on Tuesday that it has integrated with Veo, TD Ameritrade Institutional’s comprehensive trading and account management platform.

• What You Told Me and Each Other

  By James J. Green, AdvisorOne  |  October 23, 2012

  A key part of an editor’s job is to know his readers, and over the past month I’ve had the opportunity and privilege to get to know Investment Advisor and AdvisorOne.com’s readers quite a bit better.

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  LPL Grabs Pennsylvania Group With 24 FAs, $500M

  By Janet Levaux, AdvisorOne  |  September 21, 2012

  Delaware Valley Financial is affiliating with LPL Financial's broker-dealer and corporate RIA platform.

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  4 Keys to Successful Technology Integration

  By John Sullivan, AdvisorOne  |  September 16, 2012

  It’s gone from being a competitive advantage to a business necessity.

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  A Double Standard: Should Practice Management Really Be Eligible for CE? Pt. 2

  By Michael E. Kitces  |  September 7, 2012

  Maybe the real reason planners are struggling in their practices is not that they need practice management content that isn't eligible for CE, but simply that they need better practice management content, tools, and resources in the first place.