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While technology may provide a range of benefits for financial advisors, the success of these solutions depends in part on how well these various software applications work with one another in a connected office environment. This depends on their degree of integration. Integration refers to the extent to which individual software applications – from billing to CRM to financial reporting – communicate and share data with each another. Not surprisingly, full and deep integration has become a priority for many financial advisors.

While integration has become a watch word in the financial services and financial technology markets, it’s important to recognize that the term may mean different things to different people. At its most basic level, integration may refer simply to “single sign-on” (SSO) integration. SSO integration allows users to access different applications without constantly reentering login information and passwords. While SSO...

Differentiate Yourself while Meeting Client Needs with Socially Responsible Investing

Socially responsible investing, or SRI, has become increasingly popular over the last decade. More and more mainstream money managers are incorporating social and environmental factors into their investment decisions in response to the demands of investors who want to own companies that share...

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A Super-Charged Growth Plan for RIAs

The fastest-growing registered investment advisors have to excel at a number of skills – from providing great client service and investment advice, to skillfully managing their people and businesses.

But to grow and scale an RIA business...

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Understanding Required Minimum Distributions

Most IRA account holders are probably aware that they need to withdraw some amount of money from their account after they reach a particular age. This amount of money is known as a Required Minimum Distribution (RMD). But the specifics of the rules, which do not apply to Roth IRAs, can be...

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How to Build Your Brand

In an earlier blog post, in an effort to help RIAs define their brand, we asked advisors to consider why they do what they do. The answer to that question makes up the innermost circle of Simon Sinek’s...

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