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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.

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.

PWinsider

HighTower has brought on a new partner from Morgan Stanley Smith Barney, where he headed a team that managed about $2.5 billion.

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.

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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