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My Practice

Tips to serve high-net-worth clients

Dear client, I’m leaving you

More My Practice

Advisors must offer collaboration, convenience: IIAC

What to do about lavish wholesaler gifts

How would you structure your practice differently?

Save clients from emotional mistakes

Your guide to inflation-proofing clients’ lives

Client confidential: Blair A.

Advise clients wanting to join boards

Gain perspective from real clients

How to handle tricky spousal support issues

Why this advisor went discretionary