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The Future of Advice

August 13, 2014

2014-08-13

By Cambridge

The way individuals research and trade investments, communicate with advisers and benchmark their performance has been transformed—and their expectations are evolving in a way that could create exciting new opportunities for advisers. This white paper, authored by InvestmentNews Research offers analysis on a survey of 1,000 individual investors and provides insights into the business models and services for the next generation of clients.

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