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The great wealth transfer might be here, but the top 1% of the 1% are in jeopardy.
October 17
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Aging billionaires are expected to transfer approximately $2.1 trillion to their heirs over the next 20 years, according to a new study by UBS and PwC.
October 13
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The firm was "cut out" from an entire class of advisers, says CEO Alexandra Lebenthal.
August 12
