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Practice Management

  1. Creating a Structured Tax-Review Process

    Systematically reviewing your clients' tax returns can uncover additional financial planning opportunities and build a stronger relationship with their CPAs.

  2. Fiduciaries, Look to the Law of Trusts as Your Guide

    The legislative history of ERISA explains that the law governing qualified retirement plans is tied closely to trust investment law.

  3. How to Use a Business Assessment to Grow Your Practice, Part 2

    This is the second article in The Financial Advisor's Business Bootcamp--articles and tools designed to help you analyze, organize, and grow your business.

  4. 'Animal Spirits' and Business Cycles

    Emotions and behavior can affect economic output as much as, if not more than, core economic factors.

  5. Make the Most of Your Online Presence

    Here’s how to turn cold online prospects into clients.

  6. Navigating a Nonspouse Beneficiary Rollover From a Pension Plan

    Designated beneficiaries are entitled to some--not all--of the same rollover rights as a retiring employee or surviving spouse.

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