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2 posts in March 2019

Advisors Report Low Back Office Satisfaction – Why?

March 25, 2019

How your firm will handle back office tasks might be one of the most impactful decisions you’ll make as a financial advisor. In a recent survey, 91 percent of advisors indicated that the back office was “important” or “very important” to their firm’s success. The back office covers a range of services to help manage…

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Luck of the Index? – How to Talk to Clients About Diversification

March 15, 2019

03/15/2019 Is there any room for luck in investing? Depending on who you ask, you’d probably find widely varied viewpoints on the role of luck in the investment process. But what about your clients? You could ask them, and again, you’d probably hear a lot of different viewpoints. A more telling way would be to…

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TAMP Talks 2019: Discover what a TAMP should be!
This fall, we’re rolling out new platform improvements, tech tools, and experiences that will help you manage your firm more confidently. The first of our 30+ events kicks off October 15th in Atlanta, Georgia.

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