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05/03/19

Periodic Table of Financial Planning

The anniversary of the creation of the Periodic Table of Elements has inspired us to create our own periodic table: an index of the essential elements of financial planning.

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    ESG #clientsegmentation #financialadvice #research #insight Coronavirus cyber security research passive propositions back office robo advice open banking integrations cash flow funds DFM CX investments M&A eSignatures microservices

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