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The Rise and Risks of Model Portfolio Services

This report explores this growing trend, revealing both the potential and pitfalls of MPS as advisers seek cost-effective and efficient investment solutions.
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Cégep de Sainte-Foy is preparing a new generation of financial services advisors using the Equisoft/plan software

The agreement formalizes Cégep de Sainte-Foy's decision to adopt Equisoft/plan (formerly Kronos FNA) as the official financial planning software in their financial services and insurance technical program.
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