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    Recent Insights

    Featured
    February 2, 2024

    Overcoming the 3 Main Challenges to Offering Tax Management Services

    While the old adage goes that the only things certain in life are death in taxes, new capabilities are now available to financial advisors that help them ease their client’s...
    Featured
    January 29, 2024

    Ways to Minimize Your Client’s Tax Burden By Highlighting Their Tax Savings

    Recent market volatility has investors paying more attention to their portfolios, with many seeking new ways to mitigate the negative impact of market downturns and salvage...
    Practice Management
    January 19, 2024

    Wealth Management M&A Tips: Acquisition Preparation for Advisory Firms

    Acquisitions in the financial services industry are guided by the search for value. Firms considering selling or merging their practice must be aware that today’s buyers are...