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1. Cerulli Associates, RIA Marketplace 2013 "The Changing Landscape of a Maturing Industry."
2. "The Future of Practice Managment," FPA Research and Practice Institute, 2013, n=2,400
3. Nielsen Pop-Facts, 2013
4. CEB TowerGroup Wealth Management Client Experience Survey, 2013, n=128
5. Nielsen Income Producing Assets (IPA), 2013
6. SEI Survey, Next Gen Financial Planning, August 2014, n=1,019
7. SEI Progress-to-Goals Reporting Example
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