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or The latest study conducted by Wealth Management IQ, in partnership with United Planners Financial Services, reveals high levels of satisfaction and ripe areas for improvement in financial services partnerships. Advisors express satisfaction but express concerns about technology support, cyber security and succession planning.

Some of the key findings include:

• How satisfaction with partners relates to size and ownership
• Areas of concern in technology and cyber security
• When succession planning is crucial
• How attention to detail brings good service

Download the report to learn more.