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A collaborative study from Advicent and WealthManagement.com.

Account Aggregation

Whitepaper | Technology and the New Fiduciary Standard

Financial advisors expect to rely more heavily on technology solutions to comply with changing industry regulation, but are their current systems up to the task?

In this whitepaper, Advicent and WealthManagement.com explore how advisors feel shifting regulation and client expectations will change their processes and recommendations, as well as how technology and financial planning fit in with these changing workflows. In this whitepaper, you will learn how to leverage technology to aid in your compliance strategies.

Download our whitepaper to learn more about the impact of technology on compliance with shifting industry regulation.