Private Wealth

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Trailblazer Of The NCAA Transfer Portal Continues Leadership In Financial Consulting

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Providing exceptional results for the wealthy and helping accountants succeed produces results

How To Talk About Vacations With Wealthy People

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Travel is a great topic of conversation with high-net-worth individuals.

The Power Of 831(b) Plans

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Clay Ogden is the National Business Development Manager for SRA...

The Fight To Keep Texas Ranchland From Becoming Suburbia

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Steve Winn wants to build a resort in the Texas Hill Country. He's facing off against neighbors.

N.J. Advisor Trio Join RJFS Indie Channel With $435M AUM

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Financial advisors Jeanne Eisele, Mary Gilbert and Leanne Gray, operating as Anchor Financial in Linwood, N.J., have joined Raymond James Financial Services (RJFS), the St. Petersburg, Fla...

Billionaires Worth $123 Billion Buy Stake In Kushner's Thrive

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A group of global billionaires worth at least $123 billion are buying a stake in Thrive Capital, the venture-capital firm founded by Josh Kushner...

Most Common Tax Mitigation Mistakes Made By Successful Entrepreneurs

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An explanation of the most common tax mitigation mistakes

Bill Gates Is Backing An Aussie Startup Trying To Stop Cows Burping Methane

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Microsoft's founder has joined other billionaires investing in an Australian climate tech startup.

For The Wealthy, Technology Cannot Replace Advisors (Yet)

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The first robo-advisors first launched in 2008 and became more popular a few years later. Today, aside from robo-advisors that focus on investment management, some platforms aim to do more...

Citadel's $16 Billion Win Tops Paulson's Greatest Trade Ever

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Ken Griffin’s Citadel churned out a record $16 billion in profit for clients last year, outperforming the rest of the industry and eclipsing one of history’s most successful financial...

Jonathan Lewis Joins Dynasty's Summit Trail To Head Sustainable Investing

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Jonathan Lewis is an industry veteran with three decades of experience in ESG and sustainable investing.

Alt Investments Gain Momentum With Wealthy Investors, Cerulli Says

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The report says ultra-wealthy and wealthy individuals have become more institutionalized over the past five years.

Can Clients Ever Have Enough Money?

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Transform the mindset of your clients so they realize there is enough for everyone everywhere.

Billionaire Claure Takes Up New Office In Miami's Crypto Scene

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Marcelo Claure's investment company leased space in Miami's Wynwood neighborhood.

Holmes Belongs In Prison, Not $13,000-A-Month Manor, U.S. Says

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Theranos Inc. founder Elizabeth Holmes should report to prison as scheduled in April, prosecutors say, rather than living on an expensive estate while she appeals her conviction...

Ultra-Rich Flip Palm Beach Homes To Score As Much As 86% Returns

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Palm Beach’s wealthy home-sellers are scoring major profits, with some properties changing hands in recent weeks for nearly double what they went for just a year or two ago...

World's Fastest Man, Usain Bolt, Loses $12 Million in Alleged Fraud

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Jamaican Olympic sprinter Usain Bolt was shocked to discover $12 million missing from an account he had with Kingston-based investment firm Stocks and Securities Ltd., according to his lawyer...

7 States Introduce Wealth Tax Bills To 'Soak The Rich'

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At least seven blue states are poised to introduce new wealth tax bills this week to make the uber-rich pay more, The Washington Post reported yesterday...

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