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October 9, 2014

Talk to Clients Now About Philanthropic Planning
With higher tax rates ahead, HNW investors need to get their ducks in a row.
Securities Lawyers Say Finra Panels Are Loaded
Old white men rule an increasingly crotchety roost: PIABA.
Keeping Track of Stressors Can Improve Performance
It helps to know exactly how out of control your life is getting.
Alternative Investments Aren’t Just for Guys
Women clients, despite their putative risk-aversion, need to hear about alts too.