Newly reconstituted Wealthspire will have $580 billion in client assets in private accounts and retirement plans.

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take ...

Short Answer: Wealth Management provides a holistic view of your wealth. Managing your wealth can be a complex and daunting task, especially when your assets grow and your financial situation becomes ...

When it comes to building and protecting wealth, too many business leaders fall for myths and misconceptions that cost them in the long run. The Fast Company Executive Board is a private, fee-based ...

Almost everyone can benefit from the help of a financial professional, whether you're budgeting, filing taxes or managing your investments. The question is what type of professional you should work ...

Elsewhere, &Partners adds another Wells Fargo team in Texas, while MAI finalizes its acquisition of Evoke Advisors in LA.

Those include Wealth Partners Capital Group of Florida, which acquired a 40% stake in MAI in 2017, and private equity-backed ...

Total client assets in the wealth division rise 11%, with wrap account assets and advisor revenue also setting records.

NFP, an Aon company and leading property and casualty broker and benefits consultant, announced the appointments of Jessica Espinoza and Stephen Jans as national practice leaders of Retirement ...

Take a Financial Advisor Quiz. Wealth management is the process of making strategic decisions about your finances, including investment planning, insurance planning, tax planning and estate planning.

Learn more about the roles, services and client focuses of asset and wealth managers Staff Personal Finance Editor, Buy Side Valerie Morris is a staff editor at Buy Side and a personal finance expert.