White Papers

white paper

« Back to White Papers

The Financial Plan: The new lifeline of your practice

August 07, 2017

2017-08-07

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.

download image






Share your research with the investment community and stand out as a thought-leader.
For more information on posting your research on our website, contact Mark Bruno at (212) 210-0116 or mbruno@investmentnews.com.

You may contact us to opt-out of the sharing of your personal information with third parties for marketing purposes at any time by sending an e-mail stating this preference and including your full name and e-mail address to in_help@crain.com or, if you are a print subscriber, please call 1-888-288-6954.