| Advisors In Search Of The Ideal Broker-Dealer In many cases, advisors have to deal with a significant lack of continuity with their broker-dealers and the ongoing trend of mergers and acquisitions. Read More > | Getting More From Data – How Advisors Can Strengthen Their Value Propositions What are two key drivers reshaping financial planning? Find out. In this white paper, we look at two key drivers that are shaping the evolution of successful financial planning: data aggregation and data analytics. Read More > | 