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The Future of Advice

August 13, 2014


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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