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Estate Tax Repeal Stirs Lawsuit Fears

The disappearance of the estate tax this year has moved tax attorneys to protect themselves against the threat of possible lawsuits.

Health Overhaul Means Big Change For Small Cos

The health-care overhaul President Barack Obama has signed into law will mean big changes for many small businesses.

Wealthy Bouncing Back

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The nation's wealthy already appear to be bouncing back somewhat from the recession, according to a new survey.

Taking The Emotion Out Of Philanthropy

Wealthy Americans who cut back on charitable giving because of the economic downturn are looking for ways to be more disciplined and objective with their philanthropy.

Registration Could Hurt Single-Family Offices

A government move to make U.S. single-family offices register as investment advisors shows how the interests of the super-wealthy are cast aside when they run up against populist measures.

Wealthy Seek Cash Through Auctions

Long used for estate sales, wealthy individuals are turning to auctions to sell jewelry, antiques and other valuables.

Guggenheim Agrees To Buy Security Benefit

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Guggenheim Partners LLC has reached an agreement to purchase Security Benefit Corporation, whose holdings include SGI|Security Global Investors and Rydex|SGI.

Even The Rich Worry About Social Security

Even high-net-worth investors are turning more often to their financial advisors for help with a benefit generally associated with the less affluent: Social Security.

Alternative Investments Playing Bigger Role

by Bruce W. Fraser

Alternative investments increasingly are playing an important role in asset allocation strategies in investors' portfolios, according to a new Rydex/SGI survey of RIAs and broker-dealers.

Window Closing On Estate-Planning Perks

The Obama administration's proposed budget calls for lots of changes that could affect your estate plans, and ignorance isn't bliss-it's foolhardy.

Aggregators Attract Renewed Interest

WealthTouch Inc. Chief Executive Norman Jones wants to help wealthy families keep better track of their money.

Surprise Audits Concern Advisor Trustees

Some advisors who serve as trustees of client accounts are rethinking that role, concerned about new rules that would make them subject to surprise audits.

Top Advisors Reveal Keys to Success

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A new study describes how top advisors keep and attract high-net-worth clients.

Swiss Ruling No Help To Foreign Account Holders

It may seem like a win for U.S. taxpayers, but a new Swiss court ruling in the UBS AG tax evasion case is not likely to help those who hid money in Swiss bank accounts.

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