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Hidden Challenges and Opportunities in Tax Season

Tax season is a great opportunity for advisors to both deliver value and also to die by a thousand client questions.

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Meet an Advisor: Harrison Quinn at Exchange

HDQ Wealth’s Harrison Quinn was interviewed at Exchange and he states he's "looking forward to next year already."

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NYSE s ETF Leaders: THOR Financial Technologies Brad Roth

THOR Financial Technologies' CIO Brad Roth talks low volatility with Judy Shaw for "ETF Leaders, Powered by the New York Stock Exchange."

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The Numbers Tell Exchange s Story

It can seem like February is ancient history, given the drumbeat of financial news, just two months ago Exchange racked up impressive numbers

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A Financial Planner s Guide to Landing a Job

What can you do to stand out from the crowd and get hired? How do you land a job and get your career in motion?

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