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Summary: If there is one trend that is abundantly obvious in financial services, it is the increasing use of mobile devices to access information and serve clients. The popularity of mobile devices such as tablet computers has contributed to this trend. And to meet the growing demand, many of the software companies that serve advisors have introduced mobile versions of their software, often at no additional cost. The question remains, though, whether those solutions are truly equal to desktop versions.
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Summary: From more than 300 financial advisory firms, a dozen were chosen to receive Best Practices awards from InvestmentNews for being among the fastest-growing, most productive and profitable businesses in the industry.
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Summary: Advisory firms all approach their businesses a little differently, but some strategies can help each one boost productivity and profitability, according to Mark Tibergien, chief executive, Pershing Advisor Solutions. He was speaking at the InvestmentNews Best Practices Workshop in Chicago on Tuesday.
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Summary: Content” marketing — creating media aimed at helping you acquire and retain customers — is an effective way to tell your story and differentiate your practice from others, says Bill McGuire, writing in ByAllAccounts’ blog.
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Summary: For female financial advisers, it seems that one of the biggest hurdles to running a successful and fulfilling business is knowing when to offload some work to other parties. A panel of female financial advisers met at InvestmentNews' Women Adviser Summit in New York on Tuesday morning to discuss the business and emotional benefits of outsourcing organizational duties to a trusted third party.
