by
Eliyahu Kamisher and Maxwell Adler
California Governor Gavin Newsom ordered a spending freeze as the state’s projected budget deficit ballooned to $68 billion for the next fiscal year—almost five times higher than the initial...
by
Janet Lorin
Harvard College received 17% fewer applications for early admission from high school seniors this year, according to the school’s website...
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Tom Schoenberg
By the time Peter Doelger signed the paperwork to have JPMorgan Chase & Co. handle his fortune, he had built a company spanning the U.S...
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Jennifer Epstein and Zach Williams
Manhattan’s billionaire condo buyers would lose the ability to keep their identities secret in real estate deals if a measure before Governor Kathy Hochul becomes law...
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Oxford Analytica
For the first time, the Financial Stability Oversight Council, in its annual report released on December 14, mentioned artificial intelligence (AI) as an “emerging vulnerability in the financial...
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Russ Alan Prince
The ultra-wealthy are families with a net worth of US $30 million or more and more techies into the billions. If possible, they are choosing to establish single-family offices...
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Russ Alan Prince
Robert “Bobby” Powell is vice president of distribution sales at iPipeline, where he leads the wealth management and insurance distribution sales teams...
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Russ Alan Prince
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...
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Russ Alan Prince
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...
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Jennifer Lea Reed
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...
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PW Staff
Here are some tips on how to help your clients organize and streamline in late middle age.
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James G. Blase
A donor-advised fund can help retirement plan beneficiaries with the tax bite.
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PW Staff
Here are the key factors that prompt clients to reconsider their advisory partnerships.
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Greg Stohr
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...
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Sridhar Natarajan
One of Goldman Sachs Group Inc.’s highest-paid executives in recent years is stepping down...
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Tom Schoenberg
By the time Peter Doelger signed the paperwork to have JPMorgan Chase & Co...
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Alice Kantor
A program that can save foreigners hundreds of thousands of euros is being phased out.
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Bloomberg News
The chairman of UBS Group warned last week of a private credit “asset bubble.”
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Bloomberg News
One of the big winners from the sudden furious rally in the US bond market: Bill Gross...
