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Insights
Deep Dive. Looking under the surface for sharper insight.

Article

Firms Craft Statements Clients Can Grasp

Charles B. Flowers Advice for Advisors

The Dow Jones blog, Financial Advisor, wrote a post focusing on how Abacus researched and evaluated the financial reports provided to their clients in order to improve the client experience. Charles Flowers discusses the approach and thought behind Abacus’ visual presentation of financial data.

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Author Charles B. Flowers

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