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Using Technology To Increase Advisors Available Time With Clients

CTOs from large firms explain how reducing friction can free advisors to focus on the relationships that drive their businesses.

United statesShufro roseLeslie dentingerJon meyerVib aryaWealth managementDiplomat beach resortHollywood beachDynasty financial partnersMicrosoft copilot

RIA Roundup: Dakota Wealth Grows to $3 8B with Jonathan D Pond

Dakota, Mariner, Paragon, Cetera, tru Independence and Osaic all added advisors this week, while Berthel Fisher and Dynasty announced some executive changes

United statesMerrill lynchJohn anninoAnne crabbeStacy costnerJoe duranJanet byasLeslie dentingerTerry fleischmanGordon rossPeter raimondiBrian ruppJennifer dorganJoanna schaulBobby yountBerthel fisher

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