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Automating the Institutional Investing RFP
InHub Link to more items from this source
June 27, 2014
"The RFP process today is an unreasonable task to place on a fiduciary, let alone to complete every three years. The problems start at the very beginning, when fiduciaries are challenged to identify qualified adviser candidates to vet. Institutional accounts demand a higher level of expertise than your average IRA investor.... The benefits of innovation are obvious to the savvy Wall Street & Technology reader -- lower opportunity costs, less spending, and trackable data for your auditable files. Why isn't it obvious to institutions?"

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