Russ Alan Prince

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Wealthtech Predictions For 2024: M&A May Slow, But Disruption Won’t

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Robert “Bobby” Powell is vice president of distribution sales at iPipeline, where he leads the wealth management and insurance distribution sales teams...

Why The Ultra-Wealthy Prefer Single-Family Offices

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The ultra-wealthy are families with a net worth of US $30 million or more and more techies into the billions. If possible, they are choosing to establish single-family offices...

How Changing The Organizational Culture Helped Pitcairn Thrive For A Century

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Leslie C. Voth is the former CEO and current chairman of the Board at Pitcairn, a 100-year-old multi-family office with $7 billion in assets under management...

Multi-Generation Financial Succession And Estate Planning

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Financial succession planning is all about transferring the equity in the family business to future generations...

Helping Advisors Excel

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Josh Benson is the vice president of strategic relations at Integrated Partners...

The Competition For Advisors Is Intensifying

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An expanding number of firms are highly interested in winning over advisors, making competition for these professionals more intense...

The Secret Entrepreneurs Use To Retain Top Talent

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Peter Kaplan is a senior vice president at Integrated Partners who works closely with business owners to help them find solutions and grow their businesses...

From Single-Family Office To Multi-Family Office

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For various reasons, a growing number of single-family offices are considering providing selected investment capabilities and opportunities to ultra-wealthy non-family individuals and families...

Impactful Financial Planning Considerations For Mid-Career, High-Net-Worth Earners

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Avi Deutsch is a managing director at Robertson Stephens, where he advises on portfolio management, financial planning and social impact investing...

How Advisors Sourced Their Best Five Clients

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When discussing their best clients, advisors usually talk about their most profitable and largest clients...

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