En­core, En­core

Financial Planning - - CONTENTS -

To build on last year’s strong client, rev­enue and AUM growth, firms should fo­cus on strate­gic plan­ning. Last year, firms grew their client base at a me­dian of 7.8% in 2017, ac­cord­ing to TD Amer­i­trade In­sti­tu­tional’s 2018 FA In­sight Study of Ad­vi­sory Firms. Go to https://bit.ly/2oxxr6y

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