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Many Clients Not Getting Planning Services They Sought

Saturday, Oct 25 2014

News Roundup

Written by PFA News

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A recent study by the Financial Planning Coalition has concluded that nearly one third of consumers that have engaged an advisor for financial planning did not receive the services that they had sought. So reports ThinkAdvisor.

It found that 31% received planning on two or fewer topics and 27% received no financial plan.

Read the full article from ThinkAdvisor.

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