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Ignoring clients’ wives can be costly, panel says

Sobering data about women and their relationships with their financial advisers set the stage last Wednesday for a…

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  • May 7, 2012

Advisers should know their client’s money motives

Helping clients recognize what habits have helped and hurt them is key

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Start now with end-of-life discussions: Expert

Advisers can fill void left by doctors, lawyers; living wills, DNRs crucial