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 ...

An asset constitutes anything that holds monetary value, whether current or future, to a person or organization. Businesses, governments and non-profits all own assets. So do many people. An asset is ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

Discover what aged assets are, how they impact businesses, their advantages and disadvantages, and explore real-world examples to better manage financial decisions.

Imagine your family’s peace of mind when they see an estate plan that reflects your values, your vision, and your deep care for their future. Take some time to consider: what is a good inheritance? By ...