Lend your voice to new research on best practices in client understanding

FPA, Capital Preferences and T. Rowe Price have initiated new research that seeks to map the frontier of client understanding practices and answer key questions that are central to serving the needs of 21st-century investors. We want to hear from you! Take the benchmarking survey by July 25 and receive a customized report that will enable you to compare your individual client understanding practices to those of the greater advisory community. SURVEY LINK

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