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Private Wealth

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How Discussing Philanthropy Leads To More Client Referrals

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The key is to do it strategically, focusing on what matters to them.

How 1-ClickTrade Technology Will Revolutionize ETF Trading

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Anthony Flores of 1-ClickTrade discusses their new fintech application, which is designed to transform ETF investing by streamlining the trading process.

NYC Cheers Billionaire Daughters Chasing Grand Slam Tennis Glory

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Jessica Pegula and Emma Navarro have set the stage for a potential all-American championship match.

Older Clients' Charitable Vehicles Require Extra Tax Planning

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You should make sure your clients are giving the right way for tax efficiency.

When More Competitors Means Less Competition For Wealthy Clients

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Competition only decreases for those wealth managers who are well attuned to the progressing seismic shift in the private wealth industry and take steps to capitalize on these changes.

Accelerating The Growth Of Tomorrow's Wealth Management Industry Leaders

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Elevation Point serves as a value-aligned growth partner to independence-focused advisors and RIAs.

Ultra-Rich Families Set To Control $9.5 Trillion By 2030, Deloitte Says

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Large family offices are carving out new roles in the market, including as activist investors.

Wealth Management's Largest And Bluest Blue Ocean

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Collaborative thinking is critical to building an outstanding wealth management practice with ultra-wealthy clients.

Private Equity Dives Into Sports Investing As Valuations Boom

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Sports team ownership, once the dominion of individual billionaires, is making room for private capital.

NFL Ushers In New Era by Allowing Private Equity Ownership

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Transactions involving private equity firms are expected to happen quickly.

10 Rich-People Activities With Bragging Rights

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Here are activities you can recommend to your wealthy clients to energize their lives.

Massive 2,492-Carat Diamond Discovered In Mine In Botswana

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The discovery comes as diamond prices have fallen to the lowest in four years.

Dynasty Behind Nobel Prizes Invests In U.S. Wealth Firm

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Members of the Nobel dynasty are backing a U.S. wealth management firm now branded as Fourcore.

Icahn's Margin Loan Deal With SEC Caps $19 Billion Wealth Plunge

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The activist investor's wealth has plunged over the past year.

Hilton CEO Who Gut-Checks Jon Gray Is Nearing Billionaire Ranks

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Hilton's buyout deal with Blackstone helped Christopher Nassetta's wealth surge.

Harris Wants To Hike Taxes On Higher Earners, Corporations And Subsidize Home-Buying

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Details have emerged about her spending plan to subsidize home-buying, newborns, and healthcare.

The Rich Can't Sell Their Art, So They're Borrowing Against It

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Deloitte estimates outstanding loans against art could surpass $36 billion in 2024.

Ultra-Luxury Home Sales In U.S. Are On Pace To Set A New Record

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Home sales of $100 million or more are on pace to set a new record.

Soros, Druckenmiller Pared Megacap Holdings Ahead Of Rout

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Soros Fund Management sold some of its stake in Alphabet totaling $58 million.

Finding Opportunities In Private Markets And GP Stakes

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Christopher Zook of CAZ Investments discusses how financial advisors have embraced access to private market investments.

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