technology platforms

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  Envestnet Finds 20% Income Rise for RIAs Who Integrate Tech

  By Joyce Hanson, AdvisorOne  |  June 18, 2013

  The Envestnet | Tamarac white paper also found that registered investment advisors with some level of integration have almost twice the amount of assets under management as RIAs with the same size staff but no integration.

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  Top 10 Wealth Management Trends for 2013

  By Joyce Hanson, AdvisorOne  |  January 25, 2013

  Every year brings its own challenges, but 2013 is likely to be an exceptionally dynamic year for wealth managers, the Aite Group predicts.

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  TD Ameritrade Adds CRM Offerings on Its Veo Platform

  By John Sullivan, AdvisorOne  |  December 20, 2012

  Now added to TD's open-architecture Veo platform: Junxure, Tamarac Advisor, Pareto, Advisors Assistant CRM packages, joining Salesforce, Redtail and Ebix.

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  Alternatives on the March: Bringing Private Vehicles to Public Space

  By John Sullivan, AdvisorOne  |  November 20, 2012

  The founders of CAIS saw the opportunity in the move to independence. They’re capitalizing on it with the first global alternative investment platform for advisors.

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  Raymond James Execs Boast ‘Huge Strides’ in Technology

  By Janet Levaux, AdvisorOne  |  October 16, 2012

  The firm and its advisors are benefiting from the Morgan Keegan acquisition, along with certain policies and investments, tech executive Bella Loykhter Allaire said.

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  Kitces: Can Financial Advisors Keep Pace in a Digital Future?

  May 7, 2012

  Michael Kitces took the stage at the 2012 FPA Retreat to offer his vision of what the future holds for financial planning in the digital age.

• The Breakfast Club

  By John Sullivan, AdvisorOne  |  March 1, 2012

  The orgy of pessimism from keynote speakers at TD Ameritrade’s recent conference in Orlando had organizers double-stocking the hotel minibars.