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

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 ...

Once you see it, you can't unsee it. That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from ...

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

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that ...

As he often does, Michael Kitces had a way of summing it all up. Kitces, the "chief planning nerd" at Kitces.com, co-founder of the XY Planning Network and head of planning strategy at St. Louis-based ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Finding the right fit for your wealth management needs can be ...

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

When you have over $1 million to manage, paying a flat-fee can often make more sense. “Clients would do well to understand ...

MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth Management (“Modern Wealth”), a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and ...

IGM Financial Inc. (IGM) (TSX: IGM) today reported total assets under management and advisement reached an all-time record high of $307.1 billion at October 31, ...