Click on a thumbnail below to see the full PDF version of the 2015 FPA Professionals Congress Daily News, published by the FPA’s major media partner, Professional Planner.
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19 November 2015 00:01
Featured Homepage Posts
PictureWealth becomes mega-licensee owner with Capstone takeover
PictureWealth continues to evolve from its fintech heritage, with the acquisition of Capstone Financial Planning turning it into a licensee owner with scale. CEO Allan Maitland tells Professional Planner the group still has the desire for further acquisitions.
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