Private Wealth

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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...

Championing Advisor Growth With Private Advisor Group

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Anne Mortera is the director of advisor growth and engagement at Private Advisor Group, a leading wealth management firm supporting 750+ advisors nationwide. With over $28...

Wealth Management In The U.S. And Canada

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Shaun Hauser is founder and CEO of Wellington-Altus Financial, the parent company to Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, Wellington-Altus Group...

Cerulli Finds 63% Of Affluent Investors Willing To Pay For Advice

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The percentage of Americans willing to pay for financial advice has increased  to 63% in 2022 from just 38% in 2009, according to a new Cerulli report...

Client Loyalty And Why Affluent Clients Sack Advisors

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Here are the key factors that prompt clients to reconsider their advisory partnerships.

Donor-Advised Funds And Tax-Wise Charitable Giving

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A donor-advised fund can help retirement plan beneficiaries with the tax bite.

Helping Wealthy Clients Organize Finances In Late Middle Age

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Here are some tips on how to help your clients organize and streamline in late middle age.

Billionaire Tax Rests On A Disputed $14,729 Refund At The Supreme Court

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Democratic dreams of imposing a wealth tax on the richest Americans risk being snuffed out by the US Supreme Court in a dispute over a $14,729 bill...

Goldman Trader Who Was Paid $100 Million Since 2020 To Step Down

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One of Goldman Sachs Group Inc.’s highest-paid executives in recent years is stepping down...

JPMorgan Is In A Fight Over Its Client's Lost $50 Million Fortune

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By the time Peter Doelger signed the paperwork to have JPMorgan Chase & Co...

Americans Rush To Portugal Ahead Of Changes To Expat Tax Breaks

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A program that can save foreigners hundreds of thousands of euros is being phased out.

Bill Gross's Recession Bet Has Minted Millions From Bond Rally

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One of the big winners from the sudden furious rally in the US bond market: Bill Gross...

Private Credit Is Giving Investors Better Returns Than Private Equity

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The chairman of UBS Group warned last week of a private credit “asset bubble.”

China's Foxconn Audit Is About Taiwan's Elections But Will Chill Western Multinationals

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There is little more than a month to the presidential and legislative elections due on January 13 in the most flammable geopolitical hotspot of U.S.-China relations, Taiwan...

Billionaire Tax Rests On A Disputed $14,729 Refund At The Supreme Court

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Democratic dreams of imposing a wealth tax on the richest Americans risk being snuffed out by the U.S. Supreme Court in a dispute over a $14,729 bill...

Zuckerberg Sells First Meta Shares In Two Years After 172% Surge

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Mark Zuckerberg is selling Meta Platforms Inc. stock for the first time in two years after the social media giant rapidly rebounded from a tumultuous 2022...

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...

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