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Goals/Needs-Based Investing
Adding Pro Bono Financial Planning to Your Practice
One of the easiest and most direct ways for advisors to give back to their communities is to provide pro bono financial planning services, and the Foundation for Financial Planning is set up to help them do exactly that.
Leveraging Technology & Data
Rise of the Humans: Can Advisors Thrive in a Machine World?
The robots are no longer coming – they’re already here. And yes, they are after your job.