Financial Planning

Financial Planning delivers the essential analysis and insight that independent advisors need to make informed decisions about their business and the clients they serve. The only information resource dedicated to the needs of the independent financial planner, Financial Planning provides analysis and breaking news, opinion and expert advice, and practical business-building ideas. Coverage is sharply focused on what matters most to advisors - their clients (building relationships), their practice (building and managing their business, deploying technology), and managing their client's portfolios. The Financial Planning community is deeply engaged through interactions on social media, comment forums, research panels, and an authoritative network of contributors. As advisors optimize their practices' investment performance and client service in a complex, highly regulated industry, Financial Planning delivers actionable and insightful content.

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