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Practice Management

  1. 10 Technology Years in the Life of a Financial Advisor

    From snail mail to the cloud, we’ve come a long way.

  2. Divorce, Beneficiary Designations, and Retirement Accounts

    Here's why it's so important to update beneficiary designations after a divorce.

  3. CRM: From Accuracy Comes Value

    Taking the time to review the accuracy and completeness of your CRM data can have big payoffs for both internal analytics and external marketing efforts.

  4. Automated Advice Gets Personal

    No longer will robos be relegated to solving only the simplest problems.

  5. Song Remains the Same

    Investors still grapple with the emotional side of money.

  6. Flexibility's Role in Modern Prudent Fiduciary Investing

    Since all investments place capital at risk, it's impossible to provide absolute safety from the capriciousness of financial markets.

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