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Financial Planning > Behavioral Finance

Lincoln Adopts StatementOne Aggregation Service

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NU Online News Service, Oct. 8, 6:45 p.m. – Lincoln Financial Advisors/Sagemark Consulting, a subsidiary of Lincoln Financial Corp., Fort Wayne, Ind., has hired StatementOne Inc., Lawrenceville, N.J., to provide account-aggregation services for its 2,200 independent financial planners.

LFA/Sagemark says the service will help its advisors improve service to affluent clients by using the aggregated data for planning and reporting.


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