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Advisors/Planners/Reps

What’s in an advisor’s title? Still not much, says Cerulli

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.

Sounds Like a Plan

Sounds Like a Plan

by Kerry Pechter

Wed, Jan 25, 2012

A directory of 27 software tools accompanies this overview of the rapidly evolving financial planning technology industry.

The Outer Limits of Outsourcing

The Outer Limits of Outsourcing

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.