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Technology
How women are building the RIA business.
Women of Wealth Mgmt.
Cambridge Investment Research, Inc.
AppCrown, LLC
Cambridge Investment Research, Inc.
Cambridge is an independent broker-dealer that offers a hybrid model to RIAs. If a rep-advisor wants to provide both fee and commission services to their clients they may do so through Cambridge. Cambridge offers many choices among multiple trading platforms, investment programs, and customized fee schedules—far more than any ...
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Why RIAs are shunning mobile apps and why Black Diamond, Orion, Fidelity and others are still placing their chips on an iPad futureRead 
Which three of DOL's new 401(k) rules represent the biggest land mines for financial advisors and plan sponsorsRead 
Ryan Shanks and Ned Van Riper eHarmonize big-fee broker recruiting Read 
Rough markets cull the advisory herd but in a healthy way, new Cerulli data shows 
AppCrown, LLC
AppCrown is the market leader for delivering comprehensive wealth management solutions by integrating critical back office systems and 3rd party software into a global CRM platform, Salesforce.com.
Financial advisors often have a portfolio accounting system, a financial planning system, a custodian relationship (or many custodian relationships), and a CRM ...
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Postscript: What exactly should we make of the T3 phenomenon?Read 
12 key events of 2012 that rocked the RIA technology landscape, Part 1Read 
Greg Friedman is set to finally bring Junxure to the cloud and beat back the Salesforce-ification of the industryRead 
How RIA business players in New York are roughing it through Hurricane Sandy
5 questions advisors must prepare to answer to remain relevant Read 
RIAs recount how they reap new clients using LinkedIn and Twitter, stealing a march on shackled wirehouse advisorsRead 
Pershing and BNY Mellon unveil a unified, 'dream' RIA and bank custody unitRead 
How Jeffrey Concepcion manned up after FINRA and Lincoln Financial troubles to become an LPL giantRead 
What is up with Bloomberg launching an RIA, BloombergBlack, and hiring a bunch of ex-TD, -Fido and -Schwab folks to staff it?Enter the email address you used to sign up for RIABiz. You will receive an email containing a special link to your settings page, where you will be able to enter a new password.
