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Weekend Reading For Financial Planners (April 8-9)

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Prioritization 78
Prioritization Auditing Practice Management Communication 78
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Weekend Reading For Financial Planners (Nov 19-20) 2022

CFO News Room

NOVEMBER 19, 2022

From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions. Adam is an Associate Financial Planning Nerd at Kitces.com. cash management programs ). Dan Shaw | Financial Planning). Author: Adam Van Deusen.

Planning 130
Planning Leadership Healthcare Accounting 130
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