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Practice Development

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What's Your Story? HNW Advisors May Need Better Marketing

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Advisors are leaning too heavily on traditional prospecting and marketing tactics, a consultant says.

Tilton's Patriarch Partners To Become Family Office

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The decision follows years of legal battles with the bond insurer MBIA Inc.

Milestone Group Buys Weaver Wealth Assets

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The assets of Weaver Wealth Management have been purchased by The Milestone Group's parent company.

Avoiding The Pitfalls Of Sudden Wealth

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Athletes, movie stars, lottery winners and other got-rich-quick clients need to do their due diligence before investing, say advisors.

Top Family Office CEOs Earned $830,000 In 2014, Fidelity Says

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CIOs and COOs also got median compensation of $500,000 or more, according to the study.

Morgan Stanley Hires Private-Wealth Team From Credit Suisse

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Morgan Stanley hired a New York-based team of private-wealth advisers from Credit Suisse Group who advise on more than $5 billion in assets.

Buffett's Banker Looks To Europe With London Office

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Warren Buffett's favored banker is planning to expand his investment and financial advisory firm in Europe with a London office to attract billionaire clients, sources said.

Weighing The Worth Of SFO Talent

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Most compensation arrangements for single-family office senior executives don’t follow a set formula.

Family Matters

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Tiedemann Wealth Management was forged by people who wanted to sit on the same side of the investing table as their clients.

Goldman Said To Seek New Recruits Among Peer-To-Peer Lenders

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Goldman Sachs Group is seeking potential recruits from peer-to-peer lenders including LendingClub Corp. and Prosper Marketplace Inc...

Ultra-Wealthy Seek LTC Advice, Study Says

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Even the rich need to lean on advisors for help with long-term-care issues, according to a new report.

New Bank Of The West Unit Will Serve Ultra-Rich

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Ultra-high-net-worth families and individuals, foundations and family offices have a new resource in Bank of the West Wealth Management Group, which has launched a new division to serve that market.

Hedge Fund Armored Wolf To Shut Down, Become Small Family Office

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Armored Wolf LLC, the global macro hedge fund run by former Pimco Managing Director John Brynjolfsson, will be shuttering in the coming months and will become a small family office.

Rothschild Banking Dynasty Quarrels Over Use Of Family Name

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Private bank and asset manager the Edmond de Rothschild Group said it would press ahead with legal action against a rival branch of the banking dynasty over use of the Rothschild name.

Family Office Operating Costs Approach 1% Of AUM, Study Says

by PW Staff

Family offices operating costs are on the rise globally, approaching the 1 percent mark as offices expand staff, according to a new report.

The Changing Face Of Wealth

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Billionaires are getting richer, but they’re also becoming more entrepreneurial.

A Value Proposition

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Invesco Consulting’s Brett Van Bortel helps advisors acquire and retain high-net-worth clients.

Grooming New Leaders

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Wealthy families need to plan ahead when it comes to preparing youngsters for family office leadership.

FallLine Launches UHNW Platform

by PW Staff

The new platform will support advisors who want to establish businesses that service ultra-high-net-worth clients.

Athletes' Habits Die Hard In New Lives As Financial Pros

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College and professional athletes may be clients financial advisors love to get, but many also find good homes on the other side of the desk.

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