Based on our collaborative research in 2016, CBoxx and OCP have co-authored a new white paper that offers an optimistic glimpse of the future for financial planning with particular focus on the possible effects of blockchain technology on the underlying investments industry stack.
We begin with a “Day in the Life” of Fara, a young financial planner in the 2020’s, followed by a broad outline of how the industry could evolve to that point from today …
CBoxx OCP White Paper Financial Planning Optimistic Vision of Future v10
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