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In the News
T3 2020 Advisor Conference in San Diego
Feb 18, 2020
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In the News
How the fintech revolution is transforming your financial adviser; Financial technology tools help planners to be more effective and efficient
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In the News
Holistiplan Reorganizes Clients By Households; The tax return review tool is officially receiving 2019 tax return uploads, as well as announcing new tools to support income- and capital gains-based advice.
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