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April 8, 2014

How Are Great Advisors Like Supreme Court Justices?
Getting to what clients really want calls for the skills of an appellate judge.
Big Firms Roll Out Goals-Based Planning Tools
They want to help FAs better gauge progress to clients’ customized results.
Don’t Panic Over Tax Court’s IRA-Rollover Bombshell
Ruling states savers can act tax-free only once per year, not once per account.
Get Ready to Serve a Bigger UHNW Client Base
Growing inequality could change what investors need from their advisors.

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