Practice Development

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Banks Bet On Wealthy Clients Who Got Even Richer During Pandemic

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The world's 500 richest people added $1.8 trillion to their combined net worth last year.

Larry Kudlow Joins The Bahnsen Group As Economic Advisor

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The former White House National Economic Council Director also debuted his daily afternoon show on Fox Business this week.

Wealth Firm For Silicon Valley Billionaires Sets Up In London

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The firm has served Mark Zuckerberg, Sheryl Sandberg and Jack Dorsey in the U.S.

Billionaire Has No Regrets About Pulling His Money Out Of Banks

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The Mansours are part of a trend of the world's wealthy rejecting traditional investment intermediaries.

Barclays Private Bank CEO Bets On U.S. To Lure World’s Rich

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But Barclays' primary focus will be on the U.S. domestic market.

Oppenheimer Announces Advisor Tech Partnership With InvestCloud

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InvestCloud's first task will be building out a new advisor-client web portal.

UBS Plans Higher Fees To Push Rich Clients Out Of Costly Cash

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The fees will hit international wealth management clients located abroad and holding deposits in Switzerland.

Wealthy Women More Likely To Drop Advisors For Bad Service

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Younger women are also poised to transform wealth management, a Merrill Lynch study found.

John Paulson To Convert Hedge Fund Firm Into A Family Office

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Paulson started his firm in 1994 and built his fortune by betting against the U.S. housing market more than a decade ago.

What Pilots Do When A Pandemic Grounds Half The World’s Planes

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The airline industry has been slow to recover since the outbreak began.

U.S. Family Offices Lead Global Ranks With $396,000 Salaries

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Family offices have proliferated this century, spurred by the growth of fortunes in technology, finance and real estate.

Wealth Preservation Top Focus Of Advisors Serving HNW Clients

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Advisors serving clients with $5 million or more were focused on preservation even before the pandemic, a report says.

Tiedemann Advisors Navigates Through Pandemic's Choppy Waters

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Technology has been a key to adapting to the disruption, CEO Michael Tiedemann said.

Russ Prince: A Simple Questionnaire For Evaluating Your Single-Family Office

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An honest evaluation of your single-family office is a good starting point for change.

Russ Prince: Mistakes Professionals Make Attempting To Become Thought Leaders

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Many advisors are stumbling in their efforts to become authorities on the subject of wealth management.

Russ Prince: The Three Drivers Of Exceptionalism In Single-Family Offices

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Too often, some single-family offices lose sight of the family.

Russ Prince: Tax Professionals In High Demand By Single-Family Offices

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As the wealth of clients increases, family offices are hiring more in-house tax specialists.

Wealth Manager Gives Clients Disease Expertise With Money Advice

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The co-founder of Cresset Capital Management is preaching patience with his ultra-high-net-worth clients.

Russ Prince: The Boom In Single-Family Office Symposiums

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Symposiums are becoming a popular way for family office staff to share ideas and solutions.

Citigroup's Wealthy Clients Are Snapping Up Structured Notes

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The notes offer less downside and a leveraged upside, the CIO of Citigroup's private bank said.

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