WHITEPAPER

Are you ready for the newest wave of the financial planning practice?

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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 of both changes in how advisors give advice and develop financial plans for clients, and also evolving consumer expectations.

We have entered the Third Wave of financial planning where planning philosophies have started to merge and work alongside FinTech to elevate advisor advice.

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