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How same-sex couples can take advantage of their assets and other valuable tips.

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The checklist every adviser needs to serve LGBT clients

10 financial planning tips and strategies for planners to help same-sex couples.

Robos are an evolution, not a revolution

In contrast to the predictions of an overthrow by robos, technology may save the relevance of some advisers.

After Brexit, it's time to rethink devotion to dividends

Every client fears the tell-tale signs of a dividend that's about to get slashed. Maybe in a post-Brexit world it's time to get worried about payouts going up.
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