technology vendors

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  Top 10 Technology Trends for Advisors and Their Partners: Pt. 5, Integration

  By Spenser Segal, ActiFi  |  May 30, 2012

  Technology integration involves more than just an integrated workstation: making all software products, not just those directly related to financial services, seamlessly work together is becoming a reality.

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  SMA Managers of the Year; Building a Business With Talent: April Investment Advisor—Slideshow

  By Editorial Staff  |  March 26, 2012

  The dividend story has been retold many times, but just because we’ve heard it before doesn’t make it a bad tale.

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  Tech Eminence

  By Chip Kispert, Marshall Levin, Peter Montoya  |  March 26, 2012

  As educational editor of the 2012 TechLeaders Conference on March 19–21 in Irving, Texas, Beacon Strategies LLC is contributing to the conference’s goal of developing thought leadership that can be shared by broker-dealers of all sizes.

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  2012 TechLeaders Conference: Unusual Format a Hit With Attendees, Vendors

  By John Sullivan, AdvisorOne  |  March 20, 2012

  A rapid-fire slew of presentations opened the 2012 TechLeaders Broker-Dealer Technology Conference in Dallas on Tuesday.