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FinalytiQ: Guide to Platform Profitability

Investment guide for Financial Advisers and Paraplanners

22 Aug 2016

FinalytiQ: Guide to Platform Profitability

The guide is a detailed analysis of the profitability of advised platforms over the last 4 years.  It covers 23 major adviser platforms, who together account for more 90% of the total AUA in the adviser market.

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