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Financial Advisor July 2010 Bernie Clark	Gunning For Growth RIA firms estimate that they'll see 15% revenue growth this year. An emphasis on efficiency will free principals to go after new business again.
Financial Planning August 1, 2010 Joel P. Bruckenstein	Waiting for "Intelligent Integration" This spring, Schwab Advisor Services announced the launch of "Project C"-an ambitious technology initiative designed to deliver high-quality, integrated solutions to advisors.
Financial Advisor March 2012 Bernie Clark	The Changing RIA Advisors need to start thinking bigger and go beyond their current capabilities.
Registered Rep. June 29, 2009 Halah Touryalai	Schwab Cuts Some Fees for 2009 In an effort to ease the financial pain of its registered investment advisors, Charles Schwab has announced a series of initiatives that will save them money.
Financial Planning December 1, 2010 John McCormick	The Tech Challenge It's not how much you spend on hardware and software, it's how well you integrate it.
Investment Advisor July 1, 2011 Spenser Segal	The Relationship Manager Customer relationship management software can help you grow your business, but many advisors don't take advantage of all that the technology has to offer.
Investment Advisor August 2009 James J. Green	Schwab Cuts Costs for Its Advisors Charles Schwab Advisor Services announced a series of moves that will have the net effect of reducing costs to the RIAs that custody with Schwab.
Financial Planning July 29, 2010	Schwab's Competition Has Its Say Schwab's competitors manage to be politely dismissive of the new platform, while still emphasizing that they got the CRM concept first. Here's how various executives see it.
Registered Rep. August 25, 2010 Halah Touryalai	Better Economic Times Ahead? Your Clients Don't Think So. Advisors seem more optimistic about the economy than their own clients, according to a recent survey.
Financial Planning March 1, 2008 Dan Skiles	CRM Rules Implementing a client relationship management technology system can be one of your most powerful allies in the drive to provide better service, enhance workplace efficiencies and build a more profitable practice.
Financial Planning December 1, 2009 Joel Bruckenstein	2009 Software and Technology Survey Welcome to Financial Planning's third annual technology survey, which takes a look at technology trends in financial advisory firms.
Financial Advisor December 2011 Joel P. Bruckenstein	Schwab's New View Schwab unveils its turnkey solution to integrate systems in advisors' offices.
Wall Street & Technology March 19, 2007	Evaluating CRM Solutions When Companies Merge CRM systems are not one-size-fits-all. Those that have features specific to financial industries will more easily reveal their value to users and deliver greater ROI.
Financial Planning December 1, 2010 Neesha Hathi	Integration Issues If you're doing technology implementation right, the process of self-improvement is never finished.
CRM February 2013 Leonard Klie	Financial Services: Brokers Yearn for Better CRM Few firms use CRM systems to their full effect.
Financial Planning December 1, 2010 Joel Bruckenstein	Technology Survey 2010 With the renewed interest and investment in advisor technology, we expect to see further gains next year. It is a slow process, but as an industry we are becoming more technologically proficient.
Registered Rep. March 6, 2012	RIA Rising: Befogged Investors Struggle with the Math Understanding the rules of investing can be a daunting task for clients, but some new data by Charles Schwab released today suggests the confusion may run deeper than you'd think.
Registered Rep. July 16, 2009 Halah Touryalai	Schwab Profits Down for Q2 But Keeps Adding Breakaway Brokers Charles Schwab reported that its second quarter profit fell 31 percent, thanks to low interest rates and soft capital markets, but in the meantime the company has added 74 breakaway advisors to its RIA platform.
Financial Advisor August 2009 Jeff Schlegel	Still Optimistic Most advisors are satisfied with their growth, but intense workloads and lousy markets have caused dissatisfaction to rise.
Registered Rep. November 13, 2015 Ryan W. Neal	Despite Volatility, Advisor Confidence High The market volatility in the third quarter wasn't enough to shake advisor optimism.
CRM March 2012 Jim Dickie	Are the CRM Wars Really Over? Existing CRM users would be well advised to test the waters to see if something that would work better for them exists.
CRM January 2010 Barton Goldenberg	Assessing Your CRM Situation You can't know where you are unless you look - and look hard.
CRM March 28, 2014 Glenn Johnson	5 Tips for Making CRM an Enterprise Portal Focus on revenue to drive project objectives.
Investment Advisor August 2009 Adam Moseley & Wade Spencer	New Day, New Tools With budgets tighter than ever these days, many advisory firms have found it difficult to pursue new technology initiatives and make new purchases.
Investment Advisor September 2008 Kara P. Stapleton	Tech Trouble, Ops Issues A survey of investment advisors and wealth managers asks which areas of operations and technology are most challenging for their firms.
Financial Planning December 1, 2008 Joel P. Bruckenstein	Financial Planning's Software Survey 2008 Better technology can reap rewards for advisors.. Read on for the results of the Financial Planning Software Survey.
Registered Rep. November 20, 2009 David A. Geracioti	Schwab Survey Shows Many FAs at Big Firms Disgruntled (Surprise!) Obviously, the dramatic upheaval that changed the landscape of Wall Street is having some negative effect on advisors at major firms.
CRM July 2004 Barton Goldenberg	Whose Portal is it, Anyway? CRM's next big challenge is deciding which application will rule the desktop.
Investment Advisor December 2007 Kara P. Stapleton	Tech-Savvy Advisors A new report finds that the best-managed financial advisory firms have clear and long-term strategies for their technology investments.
Financial Advisor October 2007 Andrew Gluck	Evaluating CRM Choices If you are not using a CRM system to record notes about every client contact, to track workflow and to store key data about your clients, you probably won't ever be a great financial advisory firm.
Financial Planning January 1, 2012 Mark Tibergien	Moving Parts Once you have begun to look at the patterns unfolding in your advisory firm, it will be time to ask several critical questions.
Financial Advisor December 2011 Eric Rasmussen	Free-Range Advisors Custodians to independent advisors are in an arms race to give bigger, better software and practice management packages.
Registered Rep. July 5, 2011 Jerry Gleeson	Schwab Finds RIAs Posted Record 2010 Revenue, AUM Average profits surged 45 percent last year among registered investment advisors surveyed, but don't look for a repeat of this year.
Financial Planning March 1, 2011 Joel P. Bruckenstein	Efficiency: Hitting the Tech Target Some advisors are still balking at portfolio rebalancing tools and automated workflow technology that could make their practice more profitable.
Financial Advisor August 2006 Raymond Fazzi	Custodians Duel Over New Services Competition in the fee-based advisory field and the pressure to grow assets and operations is not only forcing changes upon advisors, but also the custodians who serve them.
Investment Advisor May 2007	Upgrades LaserFiche, the dominant player in the document management business, has launched a campaign to educate RIAs... In early April, Charles Schwab launched three new index funds... etc.
CRM September 19, 2014 Sameer Bhatia	5 Reasons Your CRM Is Failing (and What You Can Do About It) Don't let these common, but fixable, obstacles stand in the way of CRM success.
CRM March 25, 2011 Jim Davies	Applying the Eight Building Blocks of CRM to Social Media How to improve the effectiveness and long-term success of social CRM initiatives
CRM May 2012 Leonard Klie	CRM Gets More Professional Service providers respond to changing market conditions with greater CRM deployments.
CRM February 2, 2004	Why CRM? An exclusive survey reveals the primary motivators for deploying CRM.
Registered Rep. September 27, 2011 Jerry Gleeson	Want More Prospecting Time? Integrate Your Tech, Study Says The cost of inefficient technology integration at registered investment advisor practices may be more than you would think.
Financial Planning May 1, 2010 Donna Mitchell	Advisory Pulse Registered investment advisory firms, especially small ones, are returning to the bargaining table this year; in the first quarter, RIA firms completed 24 merger and acquisition deals.
Financial Planning January 1, 2011 Jonathan Beatty	Joining Forces Does your firm have the human resources infrastructure to recruit and integrate a new advisor or team of advisors?
CRM November 18, 2011	New Maximizer CRM 12 Goes Mobile and Social New release also contains expanded business intelligence functionality.
Investment Advisor February 2007 James J. Green	Schwab to Bankroll Breakaway Brokers With advisor assets at $500 billion, the custodian will offer financing to big brokers going independent.
Investment Advisor December 2005 James J. Green	Talk to Chuck Schwab the company began as a transaction service, then moved into mutual funds, but Schwab the man believes his greatest legacy was his ability to democratize investing, and to support the notion that people could get their advice from someone who did not have a conflict of interest.
CRM October 2013 Barton Goldenberg	Software Advances Are Propelling CRM to New Heights Seven trends businesses cannot afford to ignore.
Investment Advisor July 2009 Moseley & Spencer	Right in Front of You A growing number of advisory firms are facing tough decisions about spending money on new technology.
CRM March 1, 2004	Just 1 Question Should companies expect their CRM vendors to help them use CRM to determine who their most profitable customers are?
Investment Advisor January 2008	Back Office Deal A strategic deal between Charles Schwab and a back-office consulting firm will afford RIAs more outsourcing options.