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Tax-wise strategies for charitable contributions can take a 180-degree turn when it comes time to creating an estate plan.

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The tech game is changing, so are the players

This generation of advisers is likely to “do something very different in regards to purchasing decisions,” tech columnist Joel Bruckenstein predicts.

A warning from a former robo advice entrepreneur

Automation tech wants to take financial sector jobs and do them for free. In the long run, that hurts the economy.

How to keep up with client goals as they change

Timing is everything. Are you prepared with planning advice for each stage of life?
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