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February 10 2012
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FINANCIAL ADVISOR BLOGS
 
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PWinsider
Angeles Wealth Management, a Los Angeles-based RIA designed to serve high-net-worth and ultra-high-net-worth clients, has been created by Angeles Investment Advisors and Jonathan Foster. 
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PWinsider
Federal regulations placing more restrictions on the operation of single-family offices is going to prompt more ultra-high-net-worth families to consolidate or restrict their offices, said Joe Calabrese, CEO of Harris myCFO.
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PWinsider
HighTower has brought on a new partner from Morgan Stanley Smith Barney, where he headed a team that managed about $2.5 billion. 
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PWinsider
Financial advisors who want to succeed with women clients need to treat them as individuals, not as a group, according to a new study by the Family Wealth Advisors Council.
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PWinsider
Most high-net-worth individuals feel it is important for their advisors to know all their goals and financial wishes, but only a small percentage actually provide that information, according to a new survey.
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