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Your participation in the latest Financial Planning Tech Survey will allow us to analyze and provide valuable information about industry trends. For each completed survey, we will donate $10 to Direct Relief to help in the fight against COVID-19.March 31
Editor-in-ChiefFinancial Planning -
These tools will revolutionize … Wait. No. These tools will help financial planning evolve.December 1
Editor-in-ChiefFinancial Planning
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Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.December 1
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Advisors report what they love — and hate — about tech at companies holding client assets.January 4
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These tools could save months of time — are they worth the investment?December 19
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Advisors are craving mobile solutions, and vendors are looking to satisfy.December 6
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From CRMs to robo advisors, planners share what's in their toolkit.December 3
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Planners are overwhelmed by options and wary of expensive solutions that don't do what's promised.December 3
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Once deeply wary of digital tools, planners may be turning a corner.December 3
Editor-in-ChiefFinancial Planning
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Eight tech tools planners can use to transform their practice.November 13
