Clients want more than a financial recommendation. They want a plan.
Whitepaper | The financial plan: The new lifeline of your practice
The financial advice business is undergoing a transformation. This whitepaper, developed in partnership with InvestmentNews, 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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