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With the speed at which technology changes, advisors need to be adaptable and willing to upgrade technologies that can improve their business. That was the message from Doug Kinsey of Artifex Financial Group, who outlined a roadmap of his firm’s technology in a recent Genius Session for Trust Company of America.

Kinsey says RIA firms should seek to create streamlined, scalable and repeatable processes for their technology, with a focus on simplification and saving time.  Taking inventory of existing technologies is a good place to start: What works? What causes problems? What aspects of the business could potentially be improved or made more efficient by better technology?

Advisors who attended the Genius Session offered a snapshot of the wide range of functions that could benefit from improved technology. 52% of attendees said they were most interested in technology in back-office functions and portfolio management, 38%...

Spring Series: The benefits of putting your firm on auto-pilot

Welcome to the spring series of “EVOLVE the RIA Growth Blog.” Over the next couple of weeks, we will feature posts that share spring themes including – growth, evolution, new beginnings, and fresh perspectives. Subscribe today for new updates.

Do you feel like you reinvent the...

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Spring Series: The Five Steps to Streamlining Your Business

Welcome to the spring series of “EVOLVE the RIA Growth Blog.” Over the next couple of weeks, we will feature posts that share spring themes including – growth, evolution, new beginnings, and fresh perspectives. Subscribe today for new updates.

According to a recent RIA efficiency...

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Spring Series: Advisors’ Top Two Efficiency Drivers

Welcome to the first post in the spring series of “EVOLVE the RIA Growth Blog.” Over the next couple of weeks, we will feature posts that share spring themes including – growth, evolution, new beginnings, and fresh perspectives. Subscribe today for new updates.

For advisors...

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Welcome to “EVOLVE the RIA Growth Blog”

Announcing the spring series of “EVOLVE the RIA Growth Blog.” It’s no coincidence that we are kicking off the blog during the first week of spring; a period of new beginnings, growth, and of course, “spring cleaning” – the same themes you will see in the blog. The initial posts will take a...

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