Wealth management includes various aspects of financial planning and management, including investing, tax strategy, estate planning, cash flow and risk management. While you can create your own wealth ...

As someone who has worked closely with family offices over the years, as well as being part of one, I’ve seen firsthand the value they can bring to high-net-worth families and individuals. Whether ...

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.

Higher equity-market valuations boosted wealth-management units at Citigroup, Wells Fargo, and JPMorgan Chase, which like ...

As an estimated $84 trillion moves from Baby Boomers to their heirs over the next two decades, the stakes for families and ...

Solita Marcelli of UBS discusses wealth management's future, leadership, and why risk management is the heart of the industry ...

While international growth is the focus, RBC still believes there is ample opportunity to make more money from wealth ...

Barkley Payne, CEO of the nonprofit organization Investing in Others, seeks to raise the profile of financial advisors who go ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Staff Personal Finance Editor, Buy Side ...