Humans > CFP Professionals CFP Professional > Machines

Wagner, Richard B.
June 1997
Journal of Financial Planning;Jun97, Vol. 10 Issue 3, p32
Academic Journal
This article discusses the correlations between human resources, cash flow planning and technology in business development in the U.S. Technology contributes much in business operation, financial planning would hard to achieve without it; no Internet downloads or securities uploads; portfolio analysis would defy; and without technology, money will not exist. In financial planning business, it entails the relationship of practitioners with clients. Many experts believes that while relationships can be augmented by technology, they cannot be replaced by it.


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