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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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Advising People With Low Financial Literacy

Advising People With Low Financial Literacy

Wednesday, March 08, 2017
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The low levels of financial literacy among clients pose particular challenges for financial advisors, who must ensure that people are giving their informed consent to the financial plan put before them. In this podcast Paul Resnik explores how advisors can respond to this challenge.