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  • The Affluentialist: Intangible Assets; Real Challenges

    By Lewis Schiff  |  July 1, 2009

    As we examined previously, certain clients may intentionally or forgetfully skip certain information on assets in discussions with their advisors. Other clients may give wildly...

  • Best Practices

    By Staff Writer  |  May 1, 2007

    Think of it as the bible of your practice, not merely a routine operations manual that spells out office policies, vacations, HR rules and whose...