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Pro bono financial planning needs fintech to step up

pro bono financial

New research from the Foundation for Financial Planning shows that fintech innovation falls short when it comes to planning for low- and moderate-income pro bono clients.

Fintech could be the leg up that pro bono financial planning needs, according to new research from the Foundation for Financial Planning.

While a 2021 survey by the Certified Financial Planning Board of Standards found that 60% of CFP holders had done some pro bono planning over the past two year

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