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Financial Planning: 4 Things Every Advisor Must Know About Mobile Technology

July 1, 2012

Here are the key signposts you need to watch our for in order to make the most out of mobile technology.

Forbes: Using Price Trends to Maximize Profits

May 10, 2012

by Kate Stalter

Advisor Mike Shell has meticulously researched the ways in which price trends can be applied to an investing methodology. He explains how his system has outperformed the S&P 500 over the past seven years, and why he does not rely on fundamentals or macroeconomic...

Financial Planning: Leading RIAs Roll Out Private-Label Apps

January 17, 2012

by Donna Mitchell

Interactive Financial Advisors/IFA and Portformulas are using private-label versions of Trust Company of America’s mobile-device platform, Liberty, for their ventures.


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