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Arkovi--the premier financial services solution for social media archiving, compliance, and market intelligence--is now fully integrated in our social media-enabled websites This partnership lets us offer the most seamless way for advisors to add … [Read More...]
While working on business practice management program we’re creating for a NYC-based asset manager, I rediscovered this year-old study by Cisco IBSG. Money quote: “Wealth Under-50s have different needs and interaction preferences due to their … [Read More...]