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Technology’s Impact on the Value of Financial Advice - NYTimes.com
USEFUL post on #Social Business/Media on wealth management; cites sev. analyses of fin. advisor adoption
Financialservices  wealth  management  social  business  media  reference  client  development  report  accenture  deloitte  fidelity  Morganstanley  adoption  Advisor  2blog 
april 2013 by csrollyson
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