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Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours
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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 David J. Drucker, Joel P. Bruckenstein
January 2013
Intermediate to advanced content levelIntermediate to advanced
227 pages
7h 19m
English
Bloomberg Press
Content preview from Technology Tools for Today's High-Margin Practice: How Client-Centered Financial Advisors Can Cut Paperwork, Overhead, and Wasted Hours

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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Publisher Resources

ISBN: 9781118480533Purchase book