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Articles tagged "Advisor Tested"

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Joe Wride: You can start with a 30,000-foot-view of a client’s situation and then select different reports.

Advisor Tested: eMoney's automation adds the biggest benefit; account aggregation still building

Web-based software available to clients; Sage Advisors plans to use the iPad to show off the capabilities

April 25, 2011 at 2:43 PM
One advisor uses a personal assistant app, Siri, to find things when he's on the road, such as the nearest gas station or a Chinese restaurant.

Advisor Tested: Top iPad apps for RIAs

Dragon Dictation, Time Tracker and, surprisingly, iTunes are among those cited by advisors

March 16, 2011 at 2:32 PM
Jessica Maldonado: At the end of the day, people want to help other people.

Advisor Tested: How LinkedIn can truly build your business and not just feed your ego

Asking to stay in touch beats a cold call hands down

February 7, 2011 at 2:55 PM
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