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MAY 11, 2018

BUSINESS PLANNING

McDonald’s Franchisees: Niche Clients ‘by Accident and All of a Sudden’

Michael Thrasher

More than a third of assets managed by Corbenic Partners come from owners of the iconic chain restaurants.

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TECHNOLOGY

Fintech Report Card: April 2018

Aaron Klein

Riskalyze CEO Aaron Klein gives the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the previous month.

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SPONSORED CONTENT

Digital Transformation: A Growth Strategy for Financial Advisors

Sponsored by Laserfiche

Workflow automation tools - from document management to CRM Software - should be key components in any financial advisory firm's growth strategy.

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REAL ESTATE

A Look at One Chicago-based Investment Firm’s Strategy

John Egan

Origin Investments isn’t bound by strict boundaries and is eyeing expansion into other U.S. markets.

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