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FINTECH · WEALTHTECH · FINANCIAL PLANNING · CLIENT EXPERIENCE
How Technology is Shaping the Third Wave of Financial Planning
The financial planning industry is shifting to focus on fee compression and subscription based models. Tony Stich, COO of Advicent, explains where the industry stands in this third wave of financial planning.
FINTECH · WEALTHTECH · FINANCIAL PLANNING · CLIENT EXPERIENCE
How Technology is Shaping the Third Wave of Financial Planning
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