Slideshows
FP Tech Survey: 10 Essentials to Know

Among the big trends identified in Financial Planning's latest Tech Survey were movement toward the cloud, better B-D technology and market shifts in CRM, portfolio and rebalancing software. You can read the full story here -- or click through to see a few of the highlights. -- Kayan Lim

Comments (2)
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Posted by jtllopsg k | Sunday, April 06 2014 at 12:04AM ET
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Posted by jtllopsg k | Tuesday, April 08 2014 at 11:06PM ET
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