Next Generation Planner: March 2021
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March 2021: Table of Contents
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Trends Influencing the FinTech Landscape
by Ana Trujillo Limón
Tech Means More Than Time Back:
A Look at the Changing Role of Planners
by Mike Kerins, CFA, FRM
MY CAREER PATH
TIPS FOR THE NEXGEN COMMUNITY
You’re a Financial Planner…Now What? Embrace FinTech and the Future
by Matt Fizell, CFP®