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September 19, 2014

Put Health Care at the Center of Retirement Planning
The infirmities of old age cost far more than clients want to believe.
Advisors Can Add Big Value for Pet Owners
For many clients, providing for companion animals is a priority.
Is Stock-Picking Falling out of Favor?
A former hedgie waves the white flag on bottom-up analysis.
National Financial Advisor Week Wraps Up
The first-time event had kinks, but featured some good content.
Client Intake Forms Never Tell the Whole Story
One advisor found he learned more by relying on conversation.