When we unplug for summer vacation, we usually fill our downtime by reading books we’re too busy to enjoy otherwise. This summer, however, I’m taking a different approach. Because we’ve been through a ...

We are all inundated with the ubiquitous phrase “wealth management.” It is commonly used by financial institutions in their promotions to attract customers. Has the commercialization of this phrase ...

During the Q&A session following a webinar I’d just finished presenting, I received a question from an advisor who inadvertently opened a window on a topic that had been rattling around in my mind: ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...

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 ...

As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of specialists to provide tailored service. Why use a wealth advisor just to ...

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