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Video for 5 key factors to recruiting success

May 20

The best use for robos in a planning practice

Digital advisors are tools, not competitors, says Mirador Capital Partners' Dan Murray. What's more, here's how they can enhance a firm's offerings to clients.

April 5

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Why do some deals fail?: Lightning Round with Captrust CEO Fielding Miller

What makes for a successful merger? The head of one of the industry’s biggest buyers reveals his secrets.

Lightning Round Sponsored by State Street Investment Management

Cheap tickets, expensive beer: Lighting Round with tax expert Tim Steffen

Recent tax law changes have impacted financial planners as well as their clients. Here are some strategies Baird's Tim Steffen suggests for some advisors. Plus, which clients should not rely on donor advised funds.

Lightning Round Sponsored by State Street Investment Management

Tax planning

A tax benefit surprise for philanthropic clients?

Those who anticipate big benefits for charitable giving may be disappointed. Here’s what their advisors should know.

January 3