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Are you embracing the third wave of financial planning?

from Wealth Professional

Are you embracing the third wave of financial planning? Wealth Professional Advisors should be embracing the beginning of the third wave of financial planning, which one industry expert believes will define the industry for years to come. Tom Burmeister, VP, financial planning, NaviPlan by Advicent, said wealth management has finally woken up to the fact planning needs to be at the centre of a successful business strategy. To understand where the industry is heading, some historical perspective is needed. READ MORE

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