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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 37: 2016 Year in Review

Episode 37: 2016 Year in Review

Wednesday, December 14, 2016
View in iTunes
Paul Resnik discusses the news, events and trends that shaped financial services in 2016 including the rise of robo advisors and the shock political events in the United States and UK.