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  • The Specialist

    by Jeff Schlegel

    Michelle Smith has built a firm based on her divorce specialty practice, and she’s taking that template to other advisors.

  • Books Of The Year 2014

    by Nick Murray

    The year brought a rich and diverse harvest for thoughtful advisors.

  • Acknowledge The Elephant

    by Deena Katz

    Contact clients when the market drops significantly, and be prepared with what to say.

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Expert Views

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FA Green

  • Women Push SRI Investing

    Women financial advisors are more open to SRI investing than their male counterparts, says a new study.

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