Private Wealth

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Hamptons Home Prices Fall For The First Time Since 2019

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The median home sale price in the luxury Long Island enclave fell 7.6% in the first quarter.

Is ChatGPT The Death Of The Estate Planning Profession?

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The value of hiring an estate planner is not in the documents, but in the planning.

Leadership Challenges In 2023

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Part battle-savvy boardroom consigliere, part player-coach, part modern-day renaissance man, Michael J. Boydell has been the X factor behind the winning moves of elite-level performers for 20+...

Bear Markets And Hedging To Protect Portfolios

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John Del Vecchio manages short-only portfolios and serves as a principal and portfolio manager for Ranger Alternative Management LP (“Ranger”), which sub-advises the Ranger Equity Bear ETF...

How UMA Capabilities Are Driving Innovation In Portfolio Management

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David Gordon is SVP of direct indexing at Vestmark, a technology and services company dedicated to helping wealth managers deliver personalized, multi-asset investment solutions to retail...

Bringing A 21st Century David Versus Goliath To ETFs

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Brad Roth is CIO and founder at THOR Financial Technologies...

Family Offices See Opportunity In Wealthy, Under-Served France

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France’s wealthiest citizens were relatively late in creating family offices and some still don’t even know they exist...

Scion Of $64 Billion Media Dynasty’s Firm Rides Out SVB Turmoil

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Don Butler became a prolific backer of Silicon Valley startups over the past two decades managing part of the multibillion dollar fortune for the dynasty behind Thomson Reuters Corp...

A Collection Of Rare Shakespeare Folios Is On Sale For $10.5 Million

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A collection of five very rare editions of William Shakespeare’s works will be offered as a group at the New York International Antiquarian Book Fair (April 27-30) with an...

Everyone Wants To Make 'Ryan Reynolds' Money

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Endorsing a big brand in return for cash is so last year. Now celebrities are clamoring for equity in the companies they’re promoting, in the hope of a bigger payday...

Billionaire Family Expands First Citizens By Scooping Up Failed Banks

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With his deal to buy the assets of Silicon Valley Bank, Frank B. Holding Jr. has now scooped up at least a dozen failed banks since 2008.  The acquisition by First Citizens BancShares Inc...

<strong>Optimal Health And Optimal Wealth Are Not Inseparable</strong>

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After 30 years of national recognition in thought leadership and innovation in financial services for women and families and as a proven leader of multiple businesses,&nbsp;Heather Ettinger...

<strong>The Red-Hot Wealth Management M&amp;A Space&nbsp;</strong>

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John Langston is the founder and managing partner of Republic Capital Group. John is a Certified Mergers and Acquisitions Analyst and a Chartered Alternative Investments Analyst...

Looking For The Behaviors In Clients' Decisions

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Hugh Massie (executive chairman and founder of DNA Behavior and award-winning author) is known as a&nbsp;money energy pioneer, high-stakes decision orchestrator and behavioral finance...

<strong>Bringing Large Company Insurance Expertise To Smaller Companies</strong>

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For decades Paul Palkovic successfully served in a broker/risk manager capacity for large companies...

NFL’s Billionaire Owners Want To Let Private Equity Buy Stakes In Teams

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A group of National Football League owners is pushing to allow private equity firms and institutional investors to buy stakes in clubs, a move that could create more bidders at a time of already...

Billionaire Branson Sits Out Virgin Orbit’s Costly Flameout

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Richard Branson was long a force to be reckoned with in the booming private space business...

Maximizing Results In Your Family Office: Treat It Like A Business

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Family offices, a once shrouded and sleepy corner of the investment world, have emerged as formidable participants in global capital markets...

NBA Players Had $13M Stolen By Ex-Morgan Stanley Advisor, Prosecutors Say

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A former Morgan Stanley investment adviser and three others were charged with defrauding professional basketball players of $13 million, in the latest alleged scheme targeting pro athletes...

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