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Technology Efficiencies for New Model Advisers

by jmurphy on 01 Feb 2011

Mark Loosmore, e-commerce and technology consultant, discusses technology solutions for IFAs with Dennis Hall, Managing director at Yellowtail Financial Planning and Anastasia Georgiou, Product Manager for Adviser Workstation at Morningstar. To view the full interview click on the thumbnail.

Posted in: IFA News and Commentary,

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