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My Practice

Tips to serve high-net-worth clients

Dear client, I’m leaving you

More My Practice

How to serve trans clients

How to switch firms and thrive

What do you do to make fees more transparent?

How to tackle 3 wealth-transfer challenges

March break breaks the bank for some

How to stay relevant in the age of robos

Don’t miss important compliance reminders

Who can cross the border under Trump?

Get your HNW client out of legacy limbo

Is your client cheating on you?