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Using technology to enhance the client experience

Using technology to enhance the client experience

Using technology to enhance the client experience Most of today’s successful businesses use technology to help them accomplish more in less time. And, in terms of technology, the past three decades have been particularly transformative in many ways. One particular...
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Women Strengthen the RIA Industry

Women Strengthen the RIA Industry

Women strengthen the RIA industry No matter where you turn, a current topic of discussion among RIAs is the impact women can have on the industry. The impact of women, however dissimilar they may seem, could be deeply integrated with other notable trends. The industry...
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Of Interest Rates and Inversions

Of Interest Rates and Inversions

Of interest rates and inversions The media frequently broadcasts unsettling stories about interest rates or about poorly understood economic concepts like the inverted yield curve. Most of those stories gloss over the issues, with a series of talking heads predicting...
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Dealing with Panicked Clients

Dealing with Panicked Clients

“Remain calm!  All is well!” Such words are uttered by Kevin Bacon during the climax of the movie Animal House (1978), as his character – the antagonistic Chip Diller – helplessly attempts to address a fleeing mob of shrieking parade-goers.  The context of the scene...
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