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FinTech

This Software Can Improve Efficiency

by David L. Lawrence

Not only can you talk to your PC, but it can talk to you, too.

The Best Software You Might Never Own

by Andrew Gluck

Smaller advisory offices face tough choices about what they will pay for their portfolio management programs.

A New And Improved Release

by Joel Bruckenstein

Portfolio Director 8.0 offers better account setup and custodian interfaces-and more.

Technology Roundup

by Joel Bruckenstein

Upgraded versions of Junxure-i and Workstation Office offer new capabilities and opportunities.

Referencing Referrals

by Andrew Gluck

If you want qualified potential customers sent your way, who will you call?

Custodians Duel Over New Services

by Raymond Fazzi

With business booming, custodians are searching for an edge.

Late Summer Recruiting

by Tracey Longo

Ownership is a powerful lure for wirehouse brokers.

First Look At Advisors Office

by Joel Bruckenstein

Management software has solid foundation but needs more functionality.

How Are They Managing Growth?

by By: Andrew Gluck

Some supergrowth advisors share their secrets.

Noteworthy Notebook

by Joel P. Bruckenstein

PFP Notebook can be a good planning solution for new and low-volume practices.