IPI

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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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  Swindling the Elderly: A Real and Growing Problem

  By Gil Weinreich, AdvisorOne  |  June 13, 2012

  A survey of experts including financial planners, securities regulators and medical professionals who deal daily with aging Americans whose cognitive abilities are in decline say the problem of financial exploitation of senior citizens is real, and getting worse.

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  Going Global: Campden Media Buys Institute for Private Investors

  By Kathleen McBride, AdvisorOne  |  February 1, 2011

  London-based Campden Media, which offers publications, research, conferences and networking to ultra-high-net-worth families in the U.S. and Europe, Asia, the Middle East and Russia, has acquired the Institute for Private Investors.

• Wealthy Investors Want Help Finding Advisors

  By Kathleen McBride, AdvisorOne  |  February 9, 2010

  Finding a money manager or hedge fund isn't as easy as it once was thought to be--even for "ultra-wealthy" investors.