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By Joyce Hanson, AdvisorOne |
April 16, 2012
Mobile apps can help advisors increase revenue and improve client support, says Financial Social Media President Amy McIlwain, who lists her top 10 favorite apps.
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By James J. Green, AdvisorOne |
March 19, 2012
Fiserv announced Monday a new Web-based tool called Retirement Illustrator, a interactive retirement income planning tool for its affiliated advisors to forecast the range of performance outcomes of a retirement portfolio.