by Editorial Staff
Tue, Jan 24, 2012
Many advisor practices “offer some of the basic elements of financial planning, but focus their efforts nearly exclusively on asset accumulation strategies,” Cerulli said in a release.
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by Kerry Pechter
Wed, Jan 25, 2012
A directory of 27 software tools accompanies this overview of the rapidly evolving financial planning technology industry.
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by David Lindorff
Wed, Jan 11, 2012
Advisors can’t do everything themselves. But they need to be careful in choosing what to hand off to a software tool, a vendor or an assistant.
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