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Tax planning Trump tax plan

Should grandparents avoid paying for college?

By   Chelsea Emery March 12, 2018 2:16 PM
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Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

Chelsea Emery
Senior Editor at Deke Digital
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Tax planning Trump tax plan Client communications College planning Client strategies M&A Robo advisors
CAN RIA GROWTH AND TRUE FIDUCIARY DUTY REALLY COEXIST?

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.

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© 2025 Arizent. All rights reserved.
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