Articles by Charles Jacques

About the author:

Charles Jacques

Business development representative

Charles Jacques is a business development representative at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

Practice management challenges facing firms in a new decade

Problems, challenges, pain points, obstacles… you can use any number of words to describe the complications that advisors face in the financial planning process as we enter a new decade. For firms hoping for long-term growth, overcoming practice management challenges with FinTech will be key.

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