Private Wealth

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How Culture-Led Marketing Strategies Can Amplify Your Brand

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Meghan McCartan is the chief marketing officer for Hightower Advisors, overseeing advisor-facing marketing, thought leadership and events, and corporate/M&A initiatives...

Capitalizing On Private Market Dislocations

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Christopher Zook is the founder, chairman and chief investment officer of CAZ Investments...

Druckenmiller, Soros Cut Stakes In Nvidia After Share Surge

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Billionaire Stanley Druckenmiller’s family office led investment firms for the world’s rich in trimming artificial intelligence bets last quarter, pocketing gains from one of this year’s...

The 10 Biggest Art Sales From NYC’s Annual November Auctions

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There are a few ways to interpret the news that the annual November New York auctions sold more than $2 billion worth of art in the last two weeks...

Rich Americans Cancel Trips To Paris Following Middle East War

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Wealthy Americans are holding off on booking trips to Paris as the war in the Middle East and its wider repercussions dent demand for tourism...

Hedge Fund Bets On U.S. Stocks Are Most Crowded Ever, Goldman Says

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Hedge funds are holding their most concentrated wagers on US equities than anytime in the past 22 years, according to data from Goldman Sachs Group Inc...

Beijing Will Ramp Up Supply Pressure On Key Minerals

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The meeting of President Joe Biden and his Chinese counterpart Xi Jinping on the sidelines of the annual APEC summit in San Francisco on Wednesday was carefully prepared with weeks, if not months,...

IRS Urged To Crack Down On Wealthy Tax Cheats In Puerto Rico

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In July, the IRS said it was investigating about 100 wealthy individuals.

The Art Of Winning Ultra-High-Net-Worth Clients

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COI referrals are the primary source for financial advisors' best new clients.

How To Move Upmarket

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Do you want to work with wealthier and more successful clients who can benefit from your expertise? A 2023 survey of 421 advisors shows that 64.8% are very or extremely interested in moving...

Why An RIA Created A New Way To Access Alternative Investments

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Andrew Krei is co-chief investment officer at Crescent Grove Advisors, and founding partner and co-chief investment officer of Barrett Upton Capital Partners LLC, a new alternative investment firm...

Culture Club: Why Culture Matters

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Robert Sandrew is the chief growth officer at Integrated Partners, a national financial planning and registered investment advisory firm...

Steering Clear Of Buying High And Selling Low In A Post-Pandemic Market

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Mark Travis is the CEO and president of Intrepid Capital, a private wealth investment management firm headquartered in Jacksonville, Florida...

S&P: The Taxman Cometh For Active Investors

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It’s well known the taxman takes a bite out of active investment returns—now somebody has measured how big that bite really is...

Donor-Advised Funds And Tax-Smart Charitable Giving Under Current Laws

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Most people are aware that, under the current tax laws, an IRA owner who has reached age 70½ can make a direct donation of $100,000 from their account to a charity without having to report the...

The Key To Attracting And Serving Ultra-Wealthy Clients

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A virtual family office is the key to unlocking new doors, attracting new clients and setting advisors on a path to success.

Consider These Year-End Tax Moves For Business-Owner Clients

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Business owners should prepare now for the sunsetting of provisions of the 2017 Tax Cuts and Jobs Act.

UBS Seeks To Shed $5 Billion In Rich Clients' Assets

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UBS Group AG has decided to exit $5 billion in assets it manages for rich customers as the Swiss firm sorts out the pieces of Credit Suisse it doesn’t want...

Chinese Controls Will Raise Graphite Prices, Miners' Valuations

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China's imposition of export permits for graphite from December 1 is the latest in a series of moves designed to safeguard Beijing's dominance in critical material supply chains...

Morgan Stanley's Wealth Management Arm Draws Fed Scrutiny

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The Federal Reserve is scrutinizing whether Morgan Stanley’s wealth management business is taking adequate measures to prevent potential money laundering by wealthy clients from outside the...

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