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Family businesses-no matter how well known-rarely succeed past the third generation.
Advisors shouldn't get complacent about hedging against inflation in their clients' portfolios.
The more you know about clients and prospects, the more proactive and precise you can be when pursuing new business.
The answer depends not only on your skills and background, but also on what clients and potential clients perceive you to be.
The high-end wedding business is thriving despite the sputtering economy, with some lavish affairs costing $15 million or more.
Since it eliminated wine duties three years ago, Hong Kong has become host to more than 15 wine vaults.
Baceline Investments specializes in finding 'diamond' commercial properties in Middle America.
High-profile investors are pouring money into farmland, whose returns have trounced those of equities in recent years.
Billionaires from Russia and other emerging markets are cementing their new wealth status by buying up high-priced U.S. mansions.
Do hedge funds add value? That's what some advisors are asking in light of the industry's high fees and poor performance in recent years.