Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

Wealth management is a service typically offered by brokerage firms and independent financial advisors to help wealthy individuals put together the pieces of their financial life. It’s not for ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

Imagine your family’s peace of mind when they see an estate plan that reflects your values, your vision, and your deep care for their future. Take some time to consider: what is a good inheritance? By ...