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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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Five Things An Advisor Must Prove (Rebroadcast)

Five Things An Advisor Must Prove (Rebroadcast)

Wednesday, May 17, 2017
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Financial advisors who claim to give good advice must be able to prove these five critical things. (First broadcast: May 2016)