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Rose Watson

Displaying 3 results

Topic

Gifting in uncertain markets

In a volatile market, clients can give assets that are undervalued as a result of market instability, but are expected to appreciate in value

Topic

Ways to help divorcing clients protect their assets

Advisers don't have to be divorce experts to help clients take these necessary steps

Topic

9 steps to protect your financial future after a divorce

Gray divorce and its financial implications: The rising number of splits later in life means that untangling the assets is more complicated