Whether you are part of the older generation aiming to preserve and pass on your assets, or a younger family member seeking to grow and protect that inheritance, successful intergenerational wealth ...

Ultrawealthy families are becoming more like midsize enterprises when it comes to the complexity of their finances.

Wealth management is moving from experienced-based advice to a data- and AI-powered approach that gives clients real-time insights and quicker answers while cultivating stronger trust in their ...

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 ...

We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and more well-known registered investment advisor firms to help connect you with ...

The Prenup. One set of parents insists on it; other family members are dead-set against it. Trusts and legal documents might require it, and advisors of all types have an opinion on it. But, the last ...

As a tsunami of wealth is set to change hands in the next 25 years, what can advisors do to ensure they're connected with the next generation? That's a crucial question raised by Orion's inaugural ...

Start by listing your monthly income and expenses. This includes fixed expenses like rent or mortgage and variable expenses like groceries and entertainment. The goal is to make sure your expenses don ...

Sudden wealth is a phenomenon that many dream of, but few are truly prepared to handle. For most, wealth results from years of hard work, careful planning, and disciplined saving. However, for those ...

Many social media influencers are making millions of dollars and letting it sit in their checking accounts. Advisor Natasha Howe is teaching some female influencers how to put that money to work.

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 ...

Kristina Byas is contributor at Investopedia. As a personal finance expert, she has lent her insights and knowledge to numerous financial publications. Her articles have helped readers navigate the ...