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Journal of Financial Planning

Journal of Financial Planning CoverAward-winning peer-reviewed technical journal.

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FPA-ActiFi Adviser Technology Series

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Learn more about the FPA-ActiFi Adviser Technology Reports: CRM Edition

Practical Customer Relationship Mgmt. research focuses on the adviser's needs.


A Year After the Market Crash

Finding Optimism

FPA research explores how planners learn to adapt to a new world.

 


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