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By Dan Skiles |
April 1, 2013
Let’s get right to the bottom line: Technology costs money.
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By Spenser Segal, ActiFi |
September 21, 2012
When thinking about tech trends and how to take advantage of them, make sure you tie technology to your business goals. Four questions to ask, and four conclusions we can draw.
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By Joyce Hanson, AdvisorOne |
October 19, 2011
With open-architecture platforms, wealth managers can bring to average investors the same advantages that high net worth clients have been getting for years.