• XtivaCloud - Future-Proof Financial Technology

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  • Who to follow in finserv

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  • By Jeff Marsden

    Three mistakes to avoid when defining Reasonable Compensation

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  • Book review

    Grow your advisory business with Absolute Engagement

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  • Why a solid succession plan is in your client’s best interest

  • Mary Meeker's 2017 Internet Trends Report

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From the Blog

summer-reading

Summer Reading for Finance Leaders and Professionals

We’ve compiled some of the best suggestions from the summer reading lists for advisors and financial professionals and added a few of our own.

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Xtiva & First Rate Announce Alliance to Support Wealth Management Firm Growth

Through data intelligence and collaborative solution development, First Rate and Xtiva are aligning to provide enhanced solutions and services to […]

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content Xtiva

Content: One Strategy to Truly Connect with Clients AND Prospects

A thoughtful content marketing strategy will lead to deeper client engagement through demonstrated leadership and can be used to truly connect with clients.

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Reactive Software Xtiva Honeycomb

Glossary of Reactive Software Systems

At Xtiva, we are strong believers in the power of the cloud-based computing to dramatically improve complex technology and system […]

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Mary Meeker Internet Trends 2017 Report

Mary Meeker’s 2017 Trends: 5 Insights for the Financial Industry

We’ve assembled key highlights and implications for financial services businesses from Mary Meeker's 2017 Internet Trends Report.

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Why a solid succession plan is in your client’s best interest

As a financial advisor, it is part of your job to protect clients from disruptions to your business for one simple reason - it introduces risk that is not in their best interest. Risk that you can and must mitigate for them, by putting in place a comprehensive succession plan, with clear rules as to how and when it kicks in.

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