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  1. Dan Richards
    Tips on steering your business and clients clear of tax troubles.
  2. Leah Golob
    Families that gather to discuss estate goals increase the likelihood of a successful wealth transfer
  3. Dan Richards
    A four-part video series highlighting the best practices advisors need to know
  4. Aleksandra Sagan
    Students can take advantage of tuition tax credits to reduce their tax burden
  5. Leah Golob
    College or university students who pay at least 75% of their schooling costs feel more confident in financial decision-making and budgeting
  6. Fiona Collie
    Naming a second spouse or a grandchild as the direct beneficiary of an account could lead to various unintended consequences
  7. Leah Golob
    Most advisors offer financial planning, but only about half of clients have a plan
  8. Natixis Global Asset Management
    In this Partner Report from Natixis Global Asset Management, explore insights that can help reframe how advisors view risk.
  9. Natixis Global Asset Management
    Don’t be passive about discussing the benefits of active investing
  10. Leah Golob
    Discussing these issues can save your clients trouble in the long run