Well now, what have we here? A 16 point checklist for your financial advisor! We have gone through and found 16 important points which can be used to perform due diligence on any financial advisor or investment manager.
Read MoreYesterday, I was reading an issue of Financial Planning Magazine (a magazine for financial planners). This particular issue was the 2013 technology survey and went through the different technology trends as it relates to financial planners and the top technologies they are using in their practices today, like portfolio management software, CRM (customer relationship management), and financial planning software.
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