Financial advisors frequently center wealth-building conversations on assets such as investments, property and retirement ...

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 ...

New partnership enables seamless transfer of financial planning information, supporting more collaborative and transparent ...

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

Welcome to "Show Me Your Stack," a series from Financial Planning in which we interview those who deliver financial advice to learn what tools they rely on to make it happen. Rising client ...

Preparing for retirement can be daunting, with many finding it challenging to navigate, especially as the benchmarks for retirement readiness continually evolve. It's no longer merely about building ...

IGM Financial ( ($TSE:IGM) ) just unveiled an announcement. IGM Financial Inc. reported record third-quarter earnings for 2025, with adjusted net ...

As the financial landscape continues to evolve, so do the challenges and opportunities for asset managers. Rising uncertainty about the markets tied to fiscal, tariff, and monetary policies—as well as ...

From a massive continuing education cheating scandal, to LPL Financial's lawsuit and other challenges, here are some of the top news items that swept across the wealth management landscape in 2024.

The acquisition adds more than $4 billion in assets under management to United Capital, an affiliate of Creative Planning.