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How Business Continuity Management Minimizes Threats for Los Angeles RIAs

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 Los Angeles RIAs

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

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

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

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

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?

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

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

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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How Registered Investment Advisors in Los Angeles Use Technology

In 2014, Maximizer CRM polled over 900 registered investment advisors, all of whom were categorized based on net worth, practice income, and rate of new client acquisition. The poll showed 56% of the “top” RIAs indicated that their technology ...

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How a Technology Plan Helps Los Angeles RIAs

Practically all companies today rely on technology to conduct business and serve clients. Because computers and the Internet are so critical to daily operations, it is important for Los Angeles RIAs to have a technology plan in place. Properly ...

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