technology solutions

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  Schwab Offers ‘Workflow’ Help for Advisors

  By John Sullivan, AdvisorOne  |  June 27, 2012

  Workflows are "essentially actionable roadmaps that guide advisors and their staff."

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  Is Your Technology Up to Date or Out of Touch?

  By Dan Skiles  |  May 22, 2012

  From a technology perspective, it truly is a great time to be an advisor.

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  Schwab, Envestnet Join Forces in Data Integration Deal

  By Joyce Hanson, AdvisorOne  |  May 18, 2012

  Advisors using the solution will see “dramatic gains” in their ability to serve clients and scale businesses more profitably, said Stuart DePina, group president of Envestnet | Tamarac.

• Toys or Tools: The Mobile Revolution

  By Dan Skiles  |  April 24, 2012

  There’s no doubt that advisors are quickly adopting mobile technology.

• Five Tech Steps to Start 2012 Right

  By Dan Skiles  |  December 28, 2011

  Moving from one year to the next provides a natural opportunity to evaluate and plan.

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  Opportunity Knocks When You Get Data on Clients' Retirement Account Performance

  By James Carney, ByAllAccounts  |  December 14, 2011

  If you can compare managed asset performance to the performance of your clients' "held away” accounts—and that performance is superior—you can convince your clients you should be managing all of their assets.

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  The Outsourcing Boom: Technology and Beyond

  By Nick Georgis, Schwab Advisor Services  |  December 8, 2011

  Why, how and where RIAs are discovering the benefits of third-party outsourcing.

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  How Scalable Is Your Firm’s Technology?

  By Dan Skiles  |  October 1, 2011

  Whenever we experience significant market volatility—specifically to the downside—the pressure on advisors to respond efficiently and effectively can increase dramatically.

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  New Hires Roundup: New York Life Realigns Retirement Services; Great-West Promotion

  By Marlene Y. Satter, AdvisorOne  |  September 29, 2011

  This week in new hires, New York Life realigned its practice groups and named new team leaders, and also named Sue Ericksen as CIO; Sen. Max Baucus praised Senate approval of three tax court nominees for second terms.

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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.