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3 Best Stock Trading Software Programs for Los Angeles RIAs

Oct 15, 2015

Digital technology has revolutionized the financial services industry. Thanks to specialized stock trading software and other industry-specific applications, Los Angeles RIAs can successfully operate independently of traditional forums such as ...

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Top Hybrid Cloud Solutions for Los Angeles Investment Advisors

Oct 14, 2015

Hybrid cloud is a cloud environment that uses a combination of private and public cloud services. It’s especially valuable for highly changeable workloads: a Los Angeles investment advisor whose business activity picks up at certain times of the ...

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How Business Continuity Management Minimizes Threats for RIAs

Oct 09, 2015

There have been a lot of news headlines about companies that experience data loss due to natural disasters, equipment failure, employee error, and malicious interference.  It all emphasizes the importance of having good business continuity ...

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How Virtual Desktops Change the Work Environment for RIAs

Oct 05, 2015

Virtual desktops, or VDI, allows companies to host different desktops from a data center or server room. Multiple devices and operating systems are a consolidated on a handful of servers as virtual machines that employees access over the network. ...

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5 Resources Los Angeles Investment Advisors Must Bookmark

Oct 02, 2015

Los Angeles investment advisors are armed with some of the strongest financial tools and technologies. There are web resources available that can help them keep abreast of industry news, find new clients and do their jobs more efficiently. Below is ...

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Problems for Los Angeles RIAs with NRS Compliance

Sep 24, 2015

When it comes to NRS compliance, Los Angeles RIAs have a fiduciary duty to establish and implement written policies and procedures that ensure compliance with securities laws. They must also supervise all employees to prevent compliance failures and ...

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How Los Angeles RIAs Save Time During Trading Hours

Sep 18, 2015

The financial services industry is a fast-paced one at the best of times. Every day, Los Angeles RIAs spend their trading hours answering emails, making calls, meeting with clients, scheduling appointments, and numerous other activities that make up ...

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3 Ways Los Angeles Investment Advisors Leverage Tablets

Sep 14, 2015

Although tablets were greeted as a fad when they first appeared on the market, they are now firmly established as business tools on a par with smartphones and laptops. Nowhere is this more evident than in the financial services industry, which has ...

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Are Los Angeles Investment Advisors Underweighted in Technology?

Sep 08, 2015

Los Angeles investment advisors use several different technological solutions to help them manage client portfolios and make significant financial decisions. Not everyone, however, uses software to address the different needs that advisors face, and ...

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How Los Angeles RIAs are Using Social Media for Business

Aug 24, 2015

The past five years have transformed the way that Los Angeles investment advisors do business. If you are not marketing your goods and services on the company website, tweeting new product announcements or industry trends, or posting YouTube ...

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Top 3 Los Angeles Investment Advisor Technology Problems

Aug 18, 2015

Each year, Los Angeles investment advisors spend significant amounts of money on technology programs and services. It is an investment driven by a variety of factors: Regulatory mandates Changing business needs Requests by auditors or regulators ...

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