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Anticipate your clients tax questions on Social Security, annuities and a range of investment products
Go deeper on emerging topics, as well as key firms and thought leaders
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It’s hardly surprising that courthouses are busy hearing lawsuits seeking to right alleged wrongs within the financial services industry and among its clients. The business is built on trust. And it is, to borrow a quip from the infamous bank robber Willie Sutton, where the money is.
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