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How to better serve female clients and advisors

It’s no secret that there’s a significant gender gap within financial services. While nearly half of all financial services employees are women, they occupy just 15 percent of the industry’s executive suites1 and comprise a mere 17 percent of US financial advisors....

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Why you should use account aggregation

Offering account aggregation is an effective way to add value to your client relationships, deliver better service, and set your firm apart from the competition. It provides a window into your clients’ overall finances by gathering data across financial and custodial accounts; as well as,...

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Cyborgs and robos and hybrids, oh my!

By now, most registered investment advisors are familiar with automated advice platforms, or robo-advisors. While these services have been a disruptive force, the machines haven’t “taken over” in the dystopian sense that some had originally feared. In fact, many RIAs have...

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Making the most out of your CRM

The key to maximizing the benefits of a CRM system is nailing the rollout.

Customer relationship management systems, or CRMs, are a critical tool for independent financial advisors to keep track of their clients and prospects, monitor their sales pipeline, and perform many routine...

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