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The Top 4 Financial Topics You Should Cover with Your Clients This Tax Season
Accountants should use this time of year to help clients deal with financial issues well beyond paying taxes.
Apr 7 2015
10 Things to Consider Before Referring a Financial Advisor
By referring an advisor, you can help your clients, many of whom need professional advice. But how can you know when the financial advisor you are referring is competent and ethical?
Sep 19 2014
Report Highlights Secrets Clients Hide from Their Advisors
Are clients being forthright with their financial advisors about factors that could affect their personal finances? While most are, 28.6 percent said they've withheld critical financial information from their advisors.
Aug 27 2013
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