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.”

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