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Private Wealth News

Private Wealth NewsNews from Private Wealth magazine. Advising the exceptionally affluent

 




January 13, 2010
The Rich Warm Up To ETFs
Well-heeled individuals are fueling the explosive growth of the exchange-traded fund, now a $700 billion business that began in the early 1990s.
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January 13, 2010
From Hunting Monsters to Extreme Wealth
This successful private equity manager relies on skills that he honed as a law enforcement officer who tracked down serial killers.
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January 13, 2010
MFOs Staring At Opportunity
MFOs have a chance to shine bright during these troubled times, according to an industry roundtable.
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January 13, 2010
Survey: Affluent Less Worried About Economy

The economy has declined as a big worry among the affluent, according to a new survey.

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January 13, 2010
Estate Tax In Limbo
The fate of the estate tax in 2010 remains uncertain.
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December 09, 2009
Keeping Wealth In The Family
Today's legal climate demands the use of advanced asset protection techniques for high-risk clients.
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December 09, 2009
Cross-Atlantic Planning
Two distinct sets of rules come into play when handling the estates of clients with assets in both the U.S. and U.K.
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December 09, 2009
A Slice Of The Pie
Fractional ownership plans are available for almost any asset you can think of—even pet cats.
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November 10, 2009
Expert Power

The national reputations of Richard and Steve Oshins, girded by a team of strong young estate planners, poises Oshins & Associates for continued growth.

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November 10, 2009
Tax-Efficient Learning
A well-crafted tax planning strategy can significantly cut down on the college costs of affluent clients.
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Will the economic recovery be:
 
When the IRS Comes Auditing
Our writer tells how he learned to greatly appreciate his financial advisor when he faced the classic taxpayer's nightmare: an audit.
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Ask The Right Questions
That’s when opportunities emerge with clients and we solidify our bonds with them. Unfortunately, most advisors don't ask about parental care responsibilities.
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Managing Retirement Income
Building a cash flow reserve ladder can help retirees avoid having to sell assets at the wrong time.
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Retirement: It's Back To Basics For Many
Americans are thinking less about a dream retirement and more about meeting basic needs. They especially are asking how to have a guaranteed income stream for retirement.
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A Thin Line Between Moxie And Malfeasance

While the Galleon probe might seem fantastically remote, another insider trading case sends a very sobering message to those who routinely seek out market information to gain an extra edge.

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Discussion

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