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Squire provides complete and personalized tax management and planning solutions to meet your needs.

News

Squire provides complete and personalized tax management and planning solutions to meet your needs.

What you need to know about robo-advisers

Robo-advisers have become an important segment of the financial services industry. Publications issued Thursday by the Securities and Exchange Commission provide guidance to investment advisers who operate robo-advisers and investors who use their services.