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May 14, 2013

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4 Tech Tools to Expand Your Practice
Technology innovations are critical for advisors to remain on the cutting edge and retain the next generation of clients.

Software to Build a Smarter Portfolio
Riskalyze Pro's risk-assessment and portfolio-construction tools aim to help you keep clients from buying high and selling low.

Tech Investment: $100,000 Yields $1M
Want a technology investment with a real payoff? Steer clear of hot Internet stocks. Instead, make a technology investment in your own practice.

Savant Launches Online Portal, But Traditional Channels Remain Critical
The platform, eSavant Advisor, which was introduced Monday, caters to clients with at least $50,000 in investable assets.

Fidelity Introduces Windows App
Fidelity Investments has rolled out a Windows Phone 8 brokerage app for Windows Phone users to help them manage their investments on the go.

Research Roundup: Changing Face of High Yield
High yield has been on a tear. A series of fortunate events have made this one of the best asset classes in recent years.

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Slide Shows

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