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PWinsider

The investment practices of the majority of millionaire households are being impacted by the European sovereign debt crisis, says a new study by the Spectrem Group.

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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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