BOSTON, September 3, 2014 – The range of materials and tools that asset managers, insurance companies, broker-dealers, and other sources make available for use directly with individual investors are widely integrated into most advisor practices, with resources that relate to dealing with retirement challenges and investing in an uncertain environment of greatest interest, according to a new report released today by Practical Perspectives, an independent consulting, marketing, and research firm working with wealth management providers and distributors.
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