Planning on data

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  • 03 mins 48 secs
There's no shortage of market data and scenario analysis for advisors to leverage in optimizing any given client's investment portfolio. But what sort of data sources are advisors leveraging to define the client's financial goals themselves? As fee-based services like financial planning gain greater adoption throughout the marketplace, data sources that can inform expenses – such as healthcare or education – will play an increasingly integral role in the success of individual plans. Advicent senior product director Paul Raisanen discusses how advisors can navigate this new world.