Financial advisors can have their performance graded for free with new Envestnet tool
The industry's first "financial advisor assessment score" is showing wealth managers how they stack up.
Source: financial-planning.com
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Financial Advisors Put Their Practice to the Test with Envestnet's Intelligent Financial Life™ Advisor Practice Score
/PRNewswire/ -- At a time when traditional financial planning has become table-stakes and clients increasingly seek holistic advice, Envestnet is helping...
Source: prnewswire.com