Using technology to make your practice more sustainable

05/10/2013 | AdvisorOne

Advisory firms can use technology platforms to boost client service delivery, streamline the back office, attract younger investors and make reports and billing more efficient, says Jim Dario, managing director of product management for TD Ameritrade Institutional. Those are among eight areas in which Dario recommends harnessing technology to bring down overhead costs. Without reducing such expenses, he says, "too many firms are simply not sustainable."

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