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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Episode 12: Trends In Financial Advice

Episode 12: Trends In Financial Advice

Tuesday, December 15, 2015
View in iTunes
Paul Resnik reflects on the trends and forces that shaped the financial advice sector in the United States, United Kingdom and Australia. He believes the most significant development this year was the emergence of the robo-adviser.