Private Wealth

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California Mints Millionaires Faster Than They Can Leave

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New IRS data show the state's share of U.S. taxpayers making $1 million or more rose from 2019 to 2021.

Adding Value To Get T&E Attorney Referrals

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By doing client discovery, a wealth manager can determine the best type of added value for any T&E attorney.

Morgan Stanley Offers Pre-IPO Share Trading To Wealth Clients

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Private market trades let employees and some institutional investors sell their stakes to accredited investors.

Snowflake CEO Steps Down From Post Richer Than Tim Cook Or Satya Nadella

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While sitting atop three companies, Frank Slootman built a huge tech fortune.

Billions In L.A. Real Estate Fueled Brothers' Epic Court Fight

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Five brothers from India are battling over a multibillion-dollar fortune.

Resolving China's Property Downturn Will Take Years

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The government's goal is a controlled real estate market correction to reduce financial risks.

Biden Will Push Higher Taxes For The Rich In State Of The Union

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The president will also call for a reduction in prescription drug prices.

The Silent Danger Stalking Financial Security In Retirement

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Salvatore M. Capizzi of Dunham & Associates Investment Counsel on how to mitigate sequence risk when taking retirement distributions.

What $1 Million Buys In World's Most Expensive Property Markets

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It only gets you 172 square feet of living space in the world's priciest market.

How Advisors Can Quadruple Client Referrals

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There is a proactive process wealth managers can use to generate four times their average annual referrals.

How Much Wealth You Need To Join The Richest 1% Around The World

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Breaking into the top 1% of wealth in the U.S. is getting harder.

Apollo's Rowan Says The Best Investors Aren't In The U.S. Anymore

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Institutional investors in the U.S. are beholden to benchmarks, he said.

Fortune Of Top Warren Buffett Investor Will Fund Free Medical School In Bronx

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Ruth Gottesman's husband made almost $3 billion after being an early investor in Berkshire Hathaway.

How To Help Clients Avoid Tax Scams

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Criminals are getting more sophisticated in the ways they steal client information, advisors say.

Warren Buffett's Annual Berkshire Hathaway Shareholder Letter

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Berkshire has become a great company. Charlie Munger should forever be credited with being the architect.

Sergey Brin Sued Over Deadly Crash Of His Fiji-Bound Seaplane

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The Google co-founder is facing a wrongful-death suit from a pilot's widow.

Chicago's Contentious Mansion Tax Vote Struck Down By Court

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The mayor's plan to increase taxes on real estate transactions of $1 million and over was struck down.

Aston Martin's Most Expensive Supercar Costs Up To $450,000 To Service

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The Valkyrie hypercar will set buyers back at least $3 million. Then there's the upkeep costs.

Gulf States' Western Investment Drive Will Accelerate, Draw Scrutiny

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The current wave of investments by Gulf SWFs highlights a significant shift towards more aggressive investment strategies.

Bridgewater Hit With Second Favoritism Claim Over CEO's Romance

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Jeff Gardner, a partner, was fired in December after working at Bridgewater for almost three decades.

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