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When financial planners switch firms: plan, do homework

Monday March 6, 2017
By Courtnie Nein

The current financial planning industry has advisers juggling daily tasks such as managing client expectations, communications and investment performance while maintaining efficient back-office operations and complying with increasingly stringent government regulations. Such demands have advisers contemplating switching their financial practice
to a full-service advisory platform. Full service platforms vary but can provide technological capabilities, business consulting, trading support, compliance, administrative support and so much more.”… Read Full Article Here!