PW Whitepapers



March 2018


The future of planning is here and it’s a client-centric world.


There’s a shift underway in the advice industry. Your clients’ financial lives are more complex. They’re demanding more transparency and more value, and they want to take an active role in the planning process.
It’s time to embrace financial planning—and your planning processes—at the next level.
In part 2 of our “Next Wave” white paper series, “The Next Wave of Advice Management: Use client-centric planning to create a personalized experience,” Spenser Segal from ActiFi joins us to share insights and practical steps that uncover opportunity in the industry’s changes.