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1 If you want to serve tax-conscious younger investors, for example, you might design your tech stack around a platform with cash-flow planning and the ability to drill down into income tax details for advanced strategies. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.
Often the keynoters have no idea who financialplanners are—they’re championship boxers, basketball players, sometimes former Presidents or Prime Ministers, famous people, basically, and every third session is a breathless look at about how to use this or that wonderful feature of the Schwab platform.
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