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Weekend Edition

Planners act on expectations of pro-business, anti-trade initiatives by the incoming administration.

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Why female-focused digital advice is needed

Women need help in investing, and new niche robo advisers are providing a means to achieving financial confidence.

4 steps to successfully transition a practice

The benefits of transitioning to a full-service independent platform are clear, but the process can be tricky and firms must take great care when making the switch.

Tax-saving moves for clients

It's not too late to help clients improve their tax situation for 2016 and beyond.
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