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How to future-proof your business

Advisers are hungry to modernize their practice. But what's the secret to innovation? Mark Magnacca from Allego says the answer is video and mobile technology.

More: Game changers shaping 2019

Is flat-fee pricing a viable option?

Is flat-fee pricing a viable option?

3 headlines that will shape financial advice this year

3 headlines that will shape financial advice this year

FSI’s advocacy priorities for 2019

FSI’s advocacy priorities for 2019

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