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Friends, no matter whether the markets are UP or DOWN, we continue to see major deals and huge movement in the digital wealth sector in all categories.  This week is no exception and we've got the news for you.  READ UP!

Implementing technology for growth often involves re-visiting core technology to make sure it’s still relevant to an advisor’s needs. For most of the last 45 years, a simple CRM was sufficient.

It’s ten days until the tax deadline and I haven’t even started. That’s an old...