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Surviving the Shift to Holistic Goal-based Wealth Advice: Why Aggregated Data is Key to Maintaining Your Firm’s Primary Advisor Status

May 9, 2017

In a recent webinar, “The Explosion of Data: How To Harness It Into Holistic Wealth Advice,” Darrin Courtney, Research Director at CEB TowerGroup, referenced a survey showing that affluent investors are looking for more than simply a strong return on their investments.

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Engaging Gen X and Y Investors
Engaging Gen X and Y Investors

In this webinar, we explored how Gen X and Y differ from each other, and how financial institutions should ...

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