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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Marc Schechter RIA Q&A: What Was Behind Schechter’s Decision to Sell to Arax? Registered in England and Wales. Number 8860726.

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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

They are also less likely to benefit from pension plans than their parents were, while 401 (k) plans were still not as widespread as they are today when this generation entered the workforce. Younger Gen Xers tend to be more akin to millennials, preferring shorter, more frequent digital communication from their advisors.

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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

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The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

One system talks to another—if an API exists, if someone maintains it, if both systems support bidirectional communication. Let’s say your planning tool doesn’t integrate with your CRM. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726. No problem.

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Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Wealth Management

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726. AUM from UBS RBC Attracts Three Advisors Totaling $1.1B

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Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA

Wealth Management

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

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Montis Financial: Creating a Raving Fan Experience

Wealth Management

In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.