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Practice Management Survey

In this section  we present key findings and insights from our survey questions on practice management and operations, including services offered, the most time-consuming activities, professional designations, custody relationships and documentation trends.

Highlights
Laserfiche Lessons Learned
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Lessons Learned
May 13, 2021
Ensuring continuity, resiliency and growth through digital transformation.
Arena Solutions
Indie Advisors Banking on Credit, Cash Management
Feb 11, 2021
Independent advisors are gaining ground on their bank-based peers when it comes to loans and cash management tools, improving the client relationship—and keeping those assets closer to home.
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In Support of Going Independent
Oct 01, 2020
Many advisors are contemplating a jump to an RIA model. Those that have done so largely feel it was worthwhile.
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