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Private Wealth

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Aston Martin's Most Expensive Supercar Costs Up To $450,000 To Service

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The Valkyrie hypercar will set buyers back at least $3 million. Then there's the upkeep costs.

Gulf States' Western Investment Drive Will Accelerate, Draw Scrutiny

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The current wave of investments by Gulf SWFs highlights a significant shift towards more aggressive investment strategies.

Bridgewater Hit With Second Favoritism Claim Over CEO's Romance

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Jeff Gardner, a partner, was fired in December after working at Bridgewater for almost three decades.

Morgan Stanley Suit Isn't About Money, Billionaire Mike Ashley Says

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Ashley said the bank acted unfairly during a margin call.

T-Bills Without Tax Bills? This Fund Says It Cracked The Code

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A Marine Corps veteran with a finance Ph.D. has come up with a new way to avoid taxes.

Corporate Jet Use By Ultra-Wealthy Is Latest IRS Crackdown Push

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The agency will begin new audits for inappropriate tax deductions.

This Tax Season Is Riddled With Complications, Advisors Say

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Advisors say this is one of the more confusing tax seasons they've had to contend with.

Importing Less From China Does Not Necessarily Mean The U.S. Will Buy Fewer Chinese Goods

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China will remain one of the United States' key economic counterparts.

Jeff Bezos Reaps Florida Tax Benefit With $4 Billion Amazon Share Sale

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Leaving the state of Washington state could have saved Bezos $288 million in taxes.

Nearly All Wealth Gained By World's Rich This Year Comes From AI

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AI-related stocks are making the world's richest even richer.

Partnerships Between AI Firms And Militaries Will Grow At Expense Of Legacy Defense Contractors

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Generative artificial intelligence tools have the potential to serve valuable defense purposes.

How Auto Portability Can Improve Retirement Outcomes For Americans

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Spencer Williams of Retirement Clearinghouse discusses the adoption of auto portability in the retirement industry.

NFL Succession Crisis Forces Teams To Let Private Equity In

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The NFL has formed a special committee to consider ending a block on private-equity funds.

One Step Ahead Of The Wealth Management Evolution

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Gene Todd of Fiduciary Trust International discusses some of the biggest challenges facing the industry today.

The Most Effective Ways To Source New Clients

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Almost half of the wealth managers surveyed find their ideal clients from client referrals.

Unlocking Financial Independence Advice For Widows

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Jeremy Raffer of Raffer Wealth Management helps widows navigate one of the immediate challenges of paying their bills.

Treating Wealth As The New Family Business

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Without careful planning and ongoing attention, family wealth can dissipate quickly.

How Clients Can Handle Big Tax Debt

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The IRS offers a range of options for gradually paying off a large tax debt, advisors say.

Why Few Accounting Firms' Wealth Management Practices Are Successful

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These firms find it difficult to effectively introduce wealth management to clients.

Successful Entrepreneurs Building Family Dynasties

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A family dynasty is when the wealth in the form of buying power coupled with core family values continues for at least five generations...

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