Whitepaper | Embracing the Third Wave of financial planning

The modern financial planning practice has gone through various transformational shifts over the past 30 years. These are representative not only of changes in how advisors give advice and develop financial plans for their clients, but also the evolving consumer expectations that drive these actions.

We have entered a new Third Wave of financial planning in 2019 where previously separate philosophies have started to merge and work alongside client-facing FinTech innovations to elevate the advice provided by advisors.

For more information on the Third Wave and the exciting new direction we are taking for NaviPlan®, click here.

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79 percent of Millennials prefer to build their plans with the help of a human advisor