Institute for Private Investors

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  Ultra-HNW Families Don’t Cede Control to Advisors: Study

  By John Sullivan, AdvisorOne  |  January 11, 2013

  Institute for Private Investors finds that as asset levels increase, families are less likely to abdicate control.

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  Wharton and IPI Formalize Network to Educate Wealthy Investors

  By Michael S. Fischer  |  August 9, 2012

  The new Wharton IPI Private Wealth Network will officially launch with the first in a series of dinner meetings on Oct. 4 at the Penn Club in New York, IPI founder Charlotte Beyer said.

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  Wealthy Investors Add to Commodities, Real Estate Allocations

  By Michael S. Fischer  |  June 12, 2012

  Investors also increased their municipal holdings, but cut back their investment in hedge funds and funds of hedge funds.

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  3 Investment Trends of Ultra-Wealthy

  By Danielle Andrus, AdvisorOne  |  May 16, 2012

  “The portfolio allocation and investment trends reported by ultra-affluent investors often lead the broader market,” said Mindy Rosenthal of the Institute for Private Investors.

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  FPA’s Bob Rodriguez: Window Narrowing to Avoid Fiscal Disaster

  By Gil Weinreich, AdvisorOne  |  February 21, 2012

  The famed money manager warned that next year would be the most crucial in the past 80 to right our fiscal path before “budgetary financial pressures will explode."

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  Congress Gets It Right

  By Jeff Joseph  |  February 1, 2012

  Private investment in private enterprise continues to be the primary creator of wealth in this country.

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  Wealthy Investors Look to Alternatives in 2012: Survey

  By Michael S. Fischer  |  January 6, 2012

  Ultra-affluent investors are increasing their exposure to alternative investments at the expense of the U.S. stock market, according to the Institute for Private Investors 13th annual Family Performance Tracking survey, released Thursday.

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  Warren Buffett’s Son, Peter, Says Dad Doesn’t Owe Him a Thing

  By Joyce Hanson, AdvisorOne  |  October 12, 2011

  Billionaire investor Warren Buffett has earned a reputation as a highly quotable speaker, and now his son Peter is following in his father’s footsteps even though he won’t be inheriting his dad’s fortune.

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  Single Family Offices Look Outside to Fill CIO Function: IPI Survey

  By Michael S. Fischer  |  September 12, 2011

  Single family offices are increasingly hiring outside firms to assume the duties of a chief investment officer, according to a new survey released Monday by the Institute for Private Investors.

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  New Hires Roundup: BlackRock Adds Taborsky; Fisher Goes to Touchstone; Harris myCFO Appoints Lee

  By Marlene Y. Satter, AdvisorOne  |  September 8, 2011

  This week in new hires, Morningstar advances Harding; Penn Mutual brings in Reynolds; Meader Chairs CFA Institute board; IPI appoints Kumar and Sutherland.