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The Financial Plan: The new lifeline of your practice

August 07, 2017


By InvestmentNews Research, Advicent Solutions

The financial advice business is undergoing a transformation. This white paper will identify the forces that are making financial planning the core of the advisory business, and illustrate how financial planning software has penetrated the advisory business and why advisors believe it is important using findings from the InvestmentNews 2017 Technology Study.

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