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Some Things to Consider about Gifts to Children

If you make significant gifts to your children or someone else’s children, or if someone else makes gifts to...

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Three big trends top advisers need to focus on now

Forward-thinking independent advisory firms have no shortage of substantive industry trends on which to focus in 2014 — from...

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Merging for the right reasons: Fundamental considerations for RIAs

The general service model offered by most independent RIAs is naturally attractive to clients and prospects who comprehend the...

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