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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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How To Reduce The Cost Of Client Calls

How To Reduce The Costs Of Client Calls

Wednesday, May 03, 2017
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Poor investment suitability is the cause of tens of thousands of phone calls from anxious investors, which cost the financial services industry millions of dollars to answer. But fixing the investment suitability problem can dramatically reduce those costs.