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My Practice

The hidden value of financial planning

As markets drop, here’s how advisors are communicating

More My Practice

How advisors can support healthier divorces

Coach clients with a newly empty nest

Learn how to help freelancers

How to avoid bad third-party referrals

Now’s a good time for that debt discussion

What happens when advice breaks up with investments

Client confidential: Celine Hui

How to educate clients about prenups

Questions to ask an aspiring small business owner