technology trends

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  Pershing to Launch NetX360 Mobile Update at Insite

  By Joyce Hanson, AdvisorOne  |  May 15, 2013

  Pershing leverages the deep, $2 billion pockets of its BNY Mellon parent in a way that many competitors can’t match.

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  For Cambridge Investment Research, Technology Is Center Stage

  By John Sullivan, AdvisorOne  |  January 30, 2013

  If you’re looking for the perfect technology coming-of-age story (and who isn’t?), Cambridge Investment Research just might have it.

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  12 Days of Outlooks: What Advisors Need to Know About 2013

  By James J. Green, AdvisorOne  |  December 19, 2012

  AdvisorOne’s editorial dozen of 2013 Outlook stories surveys economy, markets, retirement, practice management and tech future for advisors and their clients.

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  Top 10 Tech Trends for Advisors and Their Partners: The Roundup

  By Spenser Segal, ActiFi  |  October 16, 2012

  The 10 top short- and long-term tech trends that will affect you and your partners. Forewarned is forearmed.

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  Takeaways From the Top 10 Technology Trends for Advisors and Their Partners

  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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  Top 10 Technology Trends for Advisors and Their Partners: Pt. 9, Social Media

  By Spenser Segal, ActiFi  |  July 25, 2012

  Advisors can, and are, using social media for serious business purposes. Here’s how to take advantage of the benefits of social media, and how to avoid its dangers.

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  Top 10 Technology Trends for Advisors and Their Partners: Part 1, the Big Picture

  By Spenser Segal, ActiFi  |  April 4, 2012

  The 10 top short- and long-term tech trends that will affect you and your partners. Forewarned is forearmed.

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  3 Reasons Advisors Should Jump on iPad Bandwagon

  By Liz Davidson, Financial Finesse  |  March 21, 2012

  The new iPad, and the growing use of such tablets, is part of a trend that every business owner and advisor should be keeping a close eye on in order to continue to grow their business.