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Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours by Joel P. Bruckenstein, David J. Drucker

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Chapter 5

Achieving Growth and Profitability with Technology Integration

Jon Patullo

Managing Director, Technology Product Management, TD Ameritrade Institutional

Creativity is just connecting things.

—Steve Jobs (Wired, February 1996)

The growth of the registered investment advisor (RIA) business has been remarkable over the last several years, resulting in around 20,000 firms in business today managing nearly $2 trillion in assets. This opportunity has not been lost on technology vendors and has resulted in a variety of innovative choices for advisors. Traditionally, advisors were forced to spend on technology in order to meet a need. Now advisors have both the ability to turn that expense into an investment and the ability to increase their ...

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