Expert Views

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A New Jersey judge has dismissed a multi-billion-dollar lawsuit against Daniel Loeb of Third Point LLC and James Chanos of Kynikos Associates LP that had been filed by a Canadian insurer that...

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Raymond James & Associates this week announced it hired four ex-Bank of America Merrill Lynch advisors in Virginia Beach, continuing its recent hiring spree of advisors from competing firms.

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Ultra-high-net worth investors are the most satisfied with their advisors of any group and a full 60% would move with their advisor if he or she left their current firm, according to a new study.

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Creating a family governance structure to make financial decisions may be the best way to assure that wealth is preserved for future generations, according to a new research.

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Ultra-high-net-worth individuals use their financial advisors to help make investments and diversify their portfolios, but less than half have asked their advisors for a complete financial plan...

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The wealthy view earned money and inherited money differently and advisors need to know the difference, says a new study by Barclays.

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TruColor Capital Management LLC has developed a volatility management strategy designed to limit risk in down markets, and outperform across the market cycle.

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Public equities are the most popular type of investment among Tiger 21 members, with 31% of its members citing them as their top preference, according to a new survey.

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The investment potential of U.S...

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Family offices today face new challenges-including higher costs, dealing with multiple family generations and more onerous rules and regulations at state and federal levels, according to an expert...

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Big-dollar philanthropists can now see where their fellow donors are giving gifts of $1 million or more at a free Web site offered by the Center on Philanthropy at Indiana University.

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Contrary to popular belief, independent financial advisors have more access to quality hedge fund managers than their counterparts at wirehouses, according to a recent study.

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More than half of high-net-worth collectors intend to increase their collections of valuables in the next year, but 38% do not have all of their valuables insured, says a new survey.

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Changes in the family office advisory business and growing competition for clients and top talent are pushing firms to employ business development officers, according to a new study.

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Beverly Hills Wealth Management is expanding its trust services by joining National Advisors Trust as a shareholder.

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Constellation Wealth Advisors, an independent multifamily investment office, has created a special division to deal strictly with professional athletes and coaches and their unique financial...

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An Ex-Disney film chief is said to be seeking $625 million in financing from private-equity firms, hedge funds and wealthy individuals for a family film venture.

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One of billionaire Peter Thiel's latest interests may lead to floating cities and office parks built in the Pacific Ocean and governed by very few laws or regulations.

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Chase will open its newest Private Client office in Chicago today, only two days after opening its second New York City office

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Emerging markets are exerting an influence on the luxury goods market, as wealthy consumers begin to shed the "luxury shame" they exhibited after the 2008 financial collapse, according to new...

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