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October 24, 2018
Technology … How Much Time Should You Really Spend Thinking About It?

By Steven J. Atkinson

I recently attended a conference where at least half of the speakers or vendors were talking about or selling some sort of technology meant to enhance the client experience. It seems that there i... Read more

Practice Management

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April 25, 2017
Delivering a Better Wealth Experience — Insights from our Investor Survey

By Vince Crivello

Have you looked at our logo lately? If not, take a closer look…     That tag line is more than a sentence — it drives everything we do, from operations to investment strategies to the c... Read more

Practice Management

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April 18, 2017
Delivering a Better Digital Wealth Experience

By Vince Crivello

It was 1984 when I got my first ATM card. A couple years later I started using billpay with my Prodigy account. By 1990 I was trading online with Schwab’s software on my Mac SE. By the early 90s... Read more

Practice Management

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March 9, 2017
3 Ways to Use Technology to Help Your Aging Clients

By Heather Hooper

I was recently presenting at a retirement education event, where the age range of the audience and speakers was between 40 and 85 years old, when we started to experience technical difficulties.... Read more

Practice Management / Retirement

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October 15, 2015
Technology and your Clients — Building Your Office of the Future

By Vince Crivello

Back in 1987, I had to take a computer programming class in college. A big part of the curriculum was coding in Pascal on our school’s mainframe in the “lab.” Needless to say, going to school in... Read more

Practice Management

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