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The Tablet: The New Toy Every Financial Advisor Wants

The Tablet: The New Toy Every Financial Advisor Wants

Daniel Rodriguez
Written by Daniel Rodriguez January 16, 2014

Tablets are everywhere, and they

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Asset Management, Technology & Data
The Weekly CIO Digest: Get Serious About Your To-Do List

The Weekly CIO Digest: Get Serious About Your To-Do List

Daniel Rodriguez
Written by Daniel Rodriguez January 15, 2014

Do you prioritize tasks as they present themselves to you? If you create to-do lists but you don

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Other Industries, Technology & Data
Buy or Build Apps: What's Best for Your Business?

Buy or Build Apps: What's Best for Your Business?

Daniel Rodriguez
Written by Daniel Rodriguez January 14, 2014

SaaS can give professionals the tools they need to utilize documents and data in a secure cloud, regardless of their location. Additionally, SaaS can be easily modified and maintained, giving it leverage against custom-built applications.

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Technology & Data
Start Using CRM To Keep Your Customers Smiling

Start Using CRM To Keep Your Customers Smiling

Daniel Rodriguez
Written by Daniel Rodriguez January 13, 2014

Happiness doesn

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Wealth Management, Sales Enablement
Is Oracle Following In Salesforce's Footsteps?

Is Oracle Following In Salesforce's Footsteps?

Daniel Rodriguez
Written by Daniel Rodriguez January 10, 2014

With everyone searching high and low for cloud software solutions, it seems like each company in the industry is attempting to reel in these potential clients. The cloud is still in its infancy, meaning much of the gold is still up for grabs.

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Technology & Data
The Weekly CIO Digest: BYOD Provides Choices And Happiness

The Weekly CIO Digest: BYOD Provides Choices And Happiness

Daniel Rodriguez
Written by Daniel Rodriguez January 8, 2014

We

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Technology & Data
What Can You Learn From Target CIO Beth Jacob?

What Can You Learn From Target CIO Beth Jacob?

Daniel Rodriguez
Written by Daniel Rodriguez January 7, 2014

Target CIO Beth Jacob has tried to maintain transparency with customers in an attempt to rebuild trust. However, there are a few obvious questions that have yet to be answered since the debacle.

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Technology & Data
Salesforce1 World Tour To Highlight Mobility In The Digital Age

Salesforce1 World Tour To Highlight Mobility In The Digital Age

Daniel Rodriguez
Written by Daniel Rodriguez January 6, 2014

If you aren

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Sales Enablement
5 Ways To Keep Your Social Network Accounts Secure

5 Ways To Keep Your Social Network Accounts Secure

Daniel Rodriguez
Written by Daniel Rodriguez January 3, 2014

As you do a compliance check around your asset management firm, make it a point to add social networking to your list. It

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Asset Management, Marketing Performance
Financial Advisor Confidence Is On The Rise In 2014

Financial Advisor Confidence Is On The Rise In 2014

Daniel Rodriguez
Written by Daniel Rodriguez January 2, 2014

It seems like everyone has his or her own opinion of what the future holds for the financial industry in 2014, but only time will tell if any of these predictions will ring true. Needless to say, everyone is hoping for an upswing in the economy and a stable market to make for smooth sailing.

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Wealth Management