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Finance

Weekend Reading For Financial Planners (October 26–27)

Kitces · · 86 views

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli Associates and Osaic found that at a time when consumers are increasingly seeking comprehensive planning relationships with their financial advisors, many advisors appear to be overestimating the comprehensiveness of theRead More... The post Weekend Reading For Financial Planners (October 26–27) first appeared on Kitces.com.

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