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 ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

An advisor’s AUM could be based on many clients with small investments or a few clients with big investments — or both. Many, or all, of the products featured on this page are from our advertising ...

Ameriprise Financial points to growth in advisors and assets managed, which should drive fees revenue as expense growth has been under 1%. A macro environment of Fed rate cuts should lower interest ...

A financial advisor is not only for the super-rich; anyone facing major life transitions, nearing retirement, or feeling overwhelmed by financial decisions could benefit from professional guidance.

As the financial landscape continues to evolve, so do the challenges and opportunities for asset managers. Rising uncertainty about the markets tied to fiscal, tariff, and monetary policies—as well as ...

From nimble startups to established, multigenerational enterprises, I’ve had the privilege of financially guiding a diverse array of businesses. Across all these experiences, one pattern stands out: ...

Economic turbulence has seen advisor-managed funds ebb and flow towards different asset types over the last year or so. According to new data from Financial Planning's Financial Advisor Confidence ...

PG&E employs AI-driven platforms like SNAP, built on Palantir Foundry, to enhance grid planning and risk assessment across reliability, wildfire, and safety concerns. Integrated asset and investment ...

Yet modern marriage remains the merging of financial lives; the financial implications cannot be overlooked. This is where prenuptial and postnuptial agreements come into play. These legal documents ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

The Township of Leeds and the Thousand Islands is set to update its asset management plan, a key document that guides the ...