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Financial Advisor August 2010 Raymond Fazzi	Looking To Streamline Now that they've experienced the harsh consequences of poor business management, fee-based advisors are looking to their custodians and broker-dealers for all the help they can get.
Financial Planning October 1, 2012 Joel Bruckenstein	Forms in the Cloud: Laser App Software Fills in Form Filling Technology Nicely The firm's software does just one thing, but it does it extremely well: It helps financial service professionals fill out forms and process them. Now it has introduced Laser App Anywhere, its next-generation product.
Financial Advisor February 2008 Joel Bruckenstein	Custodians Beef It Up Since advisors' work flows are often intertwined with custodian-supplied technologies, let's take a look at what the custodial firms have in store for 2008.
Financial Advisor October 2005 Chris Radford	Practice Management: What The Survey Doesn't Say Because there are no surefire business plans for success, it takes a unique combination for each financial advisor to find the "x-factor" -- that intangible number in every business opportunity that equals ultimate success.
Financial Advisor March 2008 Joel Bruckenstein	Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers.
Financial Planning December 1, 2012 Joel Bruckenstein	Financial Planning 2012 Tech Survey The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most.
Investment Advisor November 2007 Lauren Barack	Give Them What They Want Understanding they can't offer every tool to every advisor, custodians are nevertheless making sure to remain flexible enough to meet advisors' ever changing demands.
Financial Advisor March 2012 David Lawrence	Consolidation Quickens Advisors are increasingly turning to others to increase service and decrease costs.
Financial Advisor May 2006 Tracey Longo	What Have You Done For Me Lately? The race is on among independent broker-dealers to recruit more top fee-based advisors.
Financial Planning December 1, 2010 Joel Bruckenstein	Technology Survey 2010 With the renewed interest and investment in advisor technology, we expect to see further gains next year. It is a slow process, but as an industry we are becoming more technologically proficient.
Financial Planning August 1, 2010 Joel P. Bruckenstein	Waiting for "Intelligent Integration" This spring, Schwab Advisor Services announced the launch of "Project C"-an ambitious technology initiative designed to deliver high-quality, integrated solutions to advisors.
Financial Planning March 1, 2011 Joel P. Bruckenstein	Efficiency: Hitting the Tech Target Some advisors are still balking at portfolio rebalancing tools and automated workflow technology that could make their practice more profitable.
Financial Advisor January 2011 Andrew Gluck	A Game Changer TD Ameritrade becomes the first major custodian to open its database so it can integrate with virtually any software firm supporting RIAs.
On Wall Street November 1, 2012 Mason Braswell	Back Office Headaches: Inefficiencies Delay Account Opening Inefficiencies in account opening irk advisors and potential clients alike.
Financial Advisor August 2006 Raymond Fazzi	Custodians Duel Over New Services Competition in the fee-based advisory field and the pressure to grow assets and operations is not only forcing changes upon advisors, but also the custodians who serve them.
Financial Advisor September 2010 Joel P. Bruckenstein	Key Role Custodians are upping their technology offerings to RIAs.
Investment Advisor October 2007 Neal Ringquist	Tech Tools There are a number of reoccurring concerns that rank high among the challenges that today's financial services institutions and advisory firms are looking to address. A software company president discusses how to solve those niggling problems stunting your growth.
Financial Advisor August 2012 Karen DeMasters	The Great Migration Though they aren't moving as fast as they were a few years ago, advisors are still in play for independent broker-dealers.
Financial Planning June 1, 2008 Philip Palaveev	Be Careful What You Wish For Understanding the advisor and independent broker-dealer relationship.
Financial Advisor February 2006 Joel Bruckenstein	Rep Tech A broker-dealer's technology can play a key role in a rep's success and satisfaction. Perhaps independent reps should regularly compare the technology that their B-D offers against what leaders in the field have to offer.
Financial Planning December 1, 2007 Kevin Barr	Integration Ardor With careful analysis and discipline, financial advisors can take advantage of a host of technologies to make their businesses run more smoothly. And until that silver bullet appears, caveat emptor.
Financial Planning December 1, 2007 Joel P. Bruckenstein	2007 Software Survey For financial planners: What you're using, what you're not -- and how the right programs can improve your efficiency.
Financial Advisor October 2012 Joel P. Bruckenstein	A Different Kind Of Leverage Independent broker-dealers are using technology to help their advisors prosper.
Financial Advisor June 2007 Sherri Scordo	Indepedent Broker-Dealers/Financial Advisor's 2007 Snapshot of Leading Firms Advantage Capital Corporation... AIG Financial Advisors... American General Securities, Inc... etc.
Financial Advisor March 2012 Bernie Clark	The Changing RIA Advisors need to start thinking bigger and go beyond their current capabilities.
Financial Advisor June 2007 Sherri Scordo	Financial Advisor's 2007 Broker-Dealer Guide Top independent broker-dealers ranked by gross revenue: LPL... AIG Advisors Group... ING Advisors Network... etc.
Financial Advisor June 2012 David Lawrence	The Right Fit Five steps that will help you choose the best CRM software.
Financial Planning June 1, 2007 Kathy Gevlin	Advisor Pulse The happiest financial advisors really do put their clients first, asserts the first study of advisor satisfaction.
Financial Advisor September 2009 Andrew Gluck	Trimming The Sails Schwab Institutional and Albridge up the ante and upgrade their platforms to boost advisor efficiency.
Investment Advisor April 2006 Andrew Gluck	Your Best Partners More and more, financial advisors are using technology tools to offer additional services and become more efficient.
Financial Advisor December 2011 Eric Rasmussen	Free-Range Advisors Custodians to independent advisors are in an arms race to give bigger, better software and practice management packages.
Financial Advisor April 2010 Joel P. Bruckenstein	Productivity Punch Trade PMR, a lesser-known custodian, is getting more attention from advisors, partly because of its standout custody platform.
Financial Advisor November 2005 Tracey Longo	All For Advisors Brokerage executives are doing their best to deliver the tools advisors need to move their business to the next level, while still remaining efficient. That includes streamlined technology, investment and rebalancing selections, outsourcing, practice management and business development assistance.
Financial Planning December 1, 2011 Joel Bruckenstein	Tech Survey From iPads to Androids to cloud providers, technology evolves oh-so-fast, and FP's annual tech survey reveals that advisor technology usage is changing rapidly too.
Financial Advisor November 2011 Joel P. Bruckenstein	Evolution Of Orion Its offerings have gone beyond portfolio accounting to mobile apps, videos and many customized services.
Financial Advisor July 2007 Tracey Longo	The Big Picture Clearing firms stake their future on helping financial advisors' businesses grow.
Financial Advisor November 2010 David Lawrence	Back In The Fold? Will the new regulations force independents to return to broker-dealers?
Financial Advisor March 2011 Joel P. Bruckenstein	The Commonwealth Way This independent broker-dealer has made great strides in integrating technology systems into its advisory platform.
Financial Advisor January 2008 Tracey Longo	Breakaway Brokers Despite being in business a shorter amount of time than the average advisor, breakaways have more assets under management, higher total revenues and a significantly higher growth rate.
Financial Advisor January 2006 Tracey Longo	Working Smarter, Not Harder As more independent broker-dealers set themselves up as strategic outsourcing partners, they are finding bigger and better firms driven to their door by stagnant or shrinking profit margins and the accelerating compliance melee.
Financial Advisor June 2009 Joel P. Bruckenstein	Stepping It Up Broker-dealers are enhancing the technology they offer to advisors.
Financial Planning June 1, 2008 John J Bowen Jr	Help From My Friends Here are some of the most important issues to consider when working with a financial institution.
Registered Rep. September 24, 2015	The 2015 Wealth Management Industry Awards Winners Companies like Charles, Schwab, Fidelity, and Betterment are profiled for their achievements in financial services.
Financial Advisor May 2004 Raymond Fazzi	Niche Players Provide More Choices For Advisors Many are trying hard to differentiate themselves---and are succeeding.
Financial Planning November 1, 2008 Stacy Schultz	Key to Happiness The key to an advisor's happiness is support, at least for the independent advisor.
Registered Rep. March 2, 2015 Diana Britton	Crowded Out Some level of competition between advisors and custodians has been around for years. Still, some advisors feel recent events make the distinction between business partner and market competitor less clear.
Financial Planning August 1, 2010 Donna Mitchell	Who's Planning? A study by Boston-based AiteGroup found that only 18% of independent advisors make financial planning the center of their practice.
Financial Advisor June 2011 Bruce W. Fraser	Rebuilding Trust - Part 2 Six leaders in the wealth management continue their discussion of the advisory industry and how new rules and regulations will impact it.
Investment Advisor September 2008 Bob Clark	Who's Your Daddy? Philip Palaveev's new gig as president of Fusion Advisor Network foreshadows the future of independent advice.
Investment Advisor December 2005 Andrew Gluck	The Gluck Report, Part I: The Big Three's Tech Plans for 2006 New tech initiatives from the leading custodians have lots of features aimed at attracting and winning over RIAs without making them feel like they're losing their independence. We talk to the tech heads at Schwab, Fidelity, and TD Waterhouse.