We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and ...

The primary hallmark of advisor-friendly trusts is the deliberate separation between portfolio management and trust ...

We considered various factors for our wealth management firm evaluations. These include services, such as whether financial planning, portfolio management and educational seminars are available. We ...

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 ...

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It’s long been acknowledged that the US dominates global wealth management, but even seasoned financial professionals may be taken aback by the sheer disparity. The American market is more than eight ...

Increasingly, accounting firms are establishing wealth management practices. The rationale is often twofold. One reason is to serve their clients better. The other reason is that wealth management ...

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 ...

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Over the next two decades, $84 trillion will pass from Baby Boomers to Millennials and Generation X in what many call the Great Wealth Transfer – the largest generational shift of assets in history.