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By Spenser Segal, ActiFi |
May 16, 2012
Significant investments are being made by large financial institutions and niche software providers for the sole purpose of allowing advisors to plug-and-play different software solutions into “their” advisor workstations.
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By Danielle Andrus, AdvisorOne |
July 29, 2011
The most important factor in determining an individual’s future wealth is not how much he saves or how little he spends; it’s how he makes his money.