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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 24: Five Themes Driving Financial Advice

Episode 24: Five Themes Driving Financial Advice

Wednesday, June 15, 2016
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As he travels through the UK, Europe and United States Paul Resnik is seeing five recurring themes that are driving the evolution and practices of financial advice. In this episode, he shares what he has learned.