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We are building a new standard for measuring financial advisor product needs, best practices and mindset. Our platform makes it easier for financial advisors to have a say. It enables financial advisors to privately influence the development of products and business practices for today and the years ahead. The advisor is central in the conversation, because it is the advisor who ultimately is most affected by the outcome.
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Best Practices
The rapid growth of online panels for sampling and questioning has opened up dramatic new opportunities for collecting and disseminating information, it brings with it a number of privacy issues and regulations.
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