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Summary: We’ve taken a journey through the five levels of technology utilization in this series of blogs, Spenser Segal on Software Optimization, examining ways to save time while also improving accuracy and consistency. The efficiency and auditability gains will help to ensure you and your team can get more done in less time and not lose track of important client needs that must be taken care of.
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Summary: How do you become a $1 billion firm? In 2009, there were 300 independent advisory firms that had $1 billion in assets under management, according to the Alliance for Registered Investment Advisors. Today that number is past 700 and appears to be accelerating. Yet independent firms that have been successful in the past may face new pressure from large firms with sophisticated capabilities.
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Summary: These days, it seems as if every business wants to target the millennial generation. That makes sense—at more than 8 million strong, this largest demographic group in the U.S. population is hard to ignore.
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Summary: In order for our industry to maintain the momentum it has built over the past few decades, we must work together to ensure advisers have the resources and information they need to develop and execute strong succession plans. This is not only a crucial priority for today's advisers and firms, but for their clients and the next generation of advisers, as well.
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Summary: How did Roehl snag a job before he’d even finished his program? As it turns out, Plante Moran — an accounting and wealth management firm that works closely with three area schools, including Michigan State, to identify and recruit smart job candidates — had given him an internship during the summer of 2012. That experience showed both Roehl and the Plante Moran planners that he and the firm were a good fit.
