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The future of advice: A blue print for building the practice of the future

October 14, 2014


By Cambridge

As technology changes the way advisers and investors work, communicate and invest, the business and service models of advisory firms, like those of most industries before them, are beginning a radical evolution. This white paper, the second in the three-part Future of Advice series, covers how advisers are planning to develop and position their practices for future growth, and how they expect their business and service models to adapt to changing times.

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