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

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

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 ...

TIAA, the retirement-plan behemoth, also has a wealth management business with more than $200 billion of assets and nearly ...

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 ...

We analyzed advisor credentials, portfolio options, fees and customer support at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...

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

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

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

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.