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By James J. Green, AdvisorOne |
February 25, 2013
Tom Nally had a tough act to follow at TDAI, but a year after assuming the presidency, his leadership both embraces continuity and places his own stamp on the organization.
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By James J. Green, AdvisorOne |
January 31, 2013
The plans cover three critical areas of interest for advisors: the search for the next generation of advisors; advocacy in Washington for a fiduciary standard, and enhancing TDAI's technology offerings to provide more efficiency to RIAs.
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By James J. Green, AdvisorOne |
August 26, 2011
Users of CRM software will get best-practices help from Junxure consultants on implementation and adoption.