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	<title>SunGard Transparency, Efficiency and Networks (TEN) - Capitalize on Change &#187; Serving the mass affluent market with technology</title>
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	<description>Transparency, Efficiency and Networks Reshaping Financial Services in 2011</description>
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		<title>Serving the mass affluent market with technology</title>
		<link>http://blogs.sungard.com/ten/transparency/serving-the-mass-affluent-market-with-technology-2/</link>
		<comments>http://blogs.sungard.com/ten/transparency/serving-the-mass-affluent-market-with-technology-2/#comments</comments>
		<pubDate>Tue, 25 Oct 2011 13:30:49 +0000</pubDate>
		<dc:creator>Sean Cunniff - senior vice president, advisor and investment solutions, SunGard’s wealth management business</dc:creator>
		<dc:contributor>scunniff</dc:contributor>				<category><![CDATA[Efficiency]]></category>
		<category><![CDATA[Technology]]></category>
		<category><![CDATA[Transparency]]></category>
		<category><![CDATA[Wealth Management]]></category>
		<category><![CDATA[advisor and investment solutions]]></category>
		<category><![CDATA[financial planning]]></category>
		<category><![CDATA[mass affluent]]></category>
		<category><![CDATA[Sean Cunniff]]></category>
		<category><![CDATA[senior vice president]]></category>
		<category><![CDATA[SunGard’s wealth management business]]></category>

		<guid isPermaLink="false">http://blogs.sungard.com/ten/?p=1738</guid>
		<description><![CDATA[Historically, the financial planning and advice industry focuses on advisor-centric offerings targeted at higher net-worth clients. The delivery has varied across many types of firms, but the essential program has remained the same — a very skilled (and highly compensated) advisor, serving a small number of relatively wealthy clients. The most prevalent model consists of the advisor having a series of face-to-face meetings with the client to gather information about goals and objectives, assets and liabilities. The advisor then formulates a financial and/or investment plan and again meets face-to-face with the client to deliver the plan.]]></description>
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