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A SNEAK PEEK | The Tech Investment Squeeze |
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Don't miss this upcoming feature in Financial Planning: | Our annual exclusive survey identifies the developments, software and trends that are rapidly reshaping the advisory industry. These insightful forecasts allow advisors to plan for the months, years and decades to come. | | SUBSCRIBE BY JULY 12 FOR ACCESS |
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The last 10 years of industry tech has been a story of the independent space outpacing larger players in terms of innovation. In this upcoming feature, you'll have full access to survey findings and accompanying analysis.
Read reporting that pulls from data as well as interviews from firms of a variety of sizes, to examine if the pendulum is starting to swing the other way.
Will limited budgets start to squeeze smaller firms’ ability to keep pace digitally, forcing them to consolidate? Or will new entrants offer to keep them competitive at a cost-effective price point? | The 2021 Tech Survey releases on July 12th
Subscribe for Access |
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