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Private Wealth

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The Best Approach To Getting Accountant Referrals

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“Talking clients” is the most potent way for wealth managers to create a steady stream of high-quality accounting firm clients.

Technology Offers Companies Hope In Tackling Water Scarcity Risks

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New tools will improve companies' ability to monitor water stress in real time and allow stakeholders equal access to data.

The Evolution Of The Family Office And Preparing For The Future

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Stuart Katz of Lido Advisors discusses the steps families should take to protect, grow and preserve their legacies.

California Mints Millionaires Faster Than They Can Leave

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New IRS data show the state's share of U.S. taxpayers making $1 million or more rose from 2019 to 2021.

Adding Value To Get T&E Attorney Referrals

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By doing client discovery, a wealth manager can determine the best type of added value for any T&E attorney.

Morgan Stanley Offers Pre-IPO Share Trading To Wealth Clients

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Private market trades let employees and some institutional investors sell their stakes to accredited investors.

Snowflake CEO Steps Down From Post Richer Than Tim Cook Or Satya Nadella

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While sitting atop three companies, Frank Slootman built a huge tech fortune.

Billions In L.A. Real Estate Fueled Brothers' Epic Court Fight

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Five brothers from India are battling over a multibillion-dollar fortune.

Resolving China's Property Downturn Will Take Years

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The government's goal is a controlled real estate market correction to reduce financial risks.

Biden Will Push Higher Taxes For The Rich In State Of The Union

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The president will also call for a reduction in prescription drug prices.

The Silent Danger Stalking Financial Security In Retirement

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Salvatore M. Capizzi of Dunham & Associates Investment Counsel on how to mitigate sequence risk when taking retirement distributions.

What $1 Million Buys In World's Most Expensive Property Markets

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It only gets you 172 square feet of living space in the world's priciest market.

How Advisors Can Quadruple Client Referrals

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There is a proactive process wealth managers can use to generate four times their average annual referrals.

How Much Wealth You Need To Join The Richest 1% Around The World

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Breaking into the top 1% of wealth in the U.S. is getting harder.

Apollo's Rowan Says The Best Investors Aren't In The U.S. Anymore

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Institutional investors in the U.S. are beholden to benchmarks, he said.

Fortune Of Top Warren Buffett Investor Will Fund Free Medical School In Bronx

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Ruth Gottesman's husband made almost $3 billion after being an early investor in Berkshire Hathaway.

How To Help Clients Avoid Tax Scams

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Criminals are getting more sophisticated in the ways they steal client information, advisors say.

Warren Buffett's Annual Berkshire Hathaway Shareholder Letter

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Berkshire has become a great company. Charlie Munger should forever be credited with being the architect.

Sergey Brin Sued Over Deadly Crash Of His Fiji-Bound Seaplane

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The Google co-founder is facing a wrongful-death suit from a pilot's widow.

Chicago's Contentious Mansion Tax Vote Struck Down By Court

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The mayor's plan to increase taxes on real estate transactions of $1 million and over was struck down.

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