technology purchase

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  Spend Wisely on Technology

  By Dan Skiles  |  April 1, 2013

  Let’s get right to the bottom line: Technology costs money.

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  Advisors Struggle With Tech Integration

  By Danielle Andrus, AdvisorOne  |  July 16, 2012

  While two-thirds of advisors say technology has been mostly beneficial to their firms, 61% say it would be easier to manage if their various systems were better integrated, an SEI survey found.

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  At FPA San Diego, Technology Roundtable Says Integration Has Arrived

  By John Sullivan, AdvisorOne  |  September 16, 2011

  Integration was the topic of discussion at an exclusive AdvisorOne roundtable discussion of technology executives at FPA’s annual conference in San Diego.

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  Fidelity Releases Technology Evaluator Tool

  By John Sullivan, AdvisorOne  |  September 8, 2011

  Fidelity Institutional Wealth Services announced Thursday it had released a new tool to help advisors evaluate and compare available technology solutions.

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  Acquiring Minds

  By Dan Skiles  |  July 28, 2011

  Recently there have been a number of mergers and acquisitions among technology companies that are focused on serving the needs of advisors.