Recently Released!!!
Date Published: December 2011
Comprehensive Power Point Deck: 171 Slides
Summary Power Point Deck: 100 Slides

The purpose of this report is to provide readers with an initial understanding of the value and the components of account aggregation & financial planning services, which may be the most valuable financial service to consumers, especially for baby boomers who are nearing retirement. As baby boomers approach retirement, a comprehensive understanding of their portfolios becomes more important. Both account aggregation & financial planning will become critical. This report will summarize the leading-edge strategies.

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