Monday March 6, 2017
By Courtnie Nein
“The current financial planning industry has advisers juggling daily tasks such as managing client expectations, communications and investment performance while maintaining efficient back-office operations and complying with increasingly stringent government regulations. Such demands have advisers contemplating switching their financial practice to a full-service advisory platform. Full service platforms vary but can provide technological capabilities, business consulting, trading support, compliance, administrative support and so much more.”
To learn more, visit Lehigh Valley Business.
