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Technology tools are pitched as time savers, but that’s not how advisors are actually using them.October 18
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Many planners are feeling out of touch with modern digital tools. Here are some steps to follow to get back in the game.June 26
Director, advanced marketsPrudential Financial
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The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.June 19
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Chief Innovation OfficerOrion Advisor Services
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Without advisor buy-in, scale can't be achieved, the tech executive says.May 1
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It's easy to hate the mounds of email in your inbox. I'm quite the contrarian. With the right approach, you can close deals, hire amazing talent and connect great people. Here's how I've done it, while maintaining Inbox Zero.March 5
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The portfolio management provider is the latest advisor tech company to mark down offerings in a bid to win long-term and lucrative RIA contracts.March 5
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There are a handful of tools that have started out as consumer-driven tools. Now, they are beginning to shift toward serving advisors, Adams says.February 27
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Digital tools will not only allow advisors to serve more clients, they can help advisors charge for services with greater accuracy.January 30
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These tools could save months of time — are they worth the investment?December 19
