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Read the letter a wealth manager sent to clients as the…

After years as a financial planner, I know my first question…

Barrister Quarterly 4Q19

Schwab-TD deal could create ‘repapering nightmare’ for thousands of RIAs

Barrister Expands With New Office, Adds Paul Savini

Won the lottery? How to turn your lucky winnings into an…

Investing games and Star Wars: How to engage HNW kids