Wealth management services cater to affluent individuals ... CFP professionals are bound to a fiduciary standard, meaning they are required to put the interests of their clients first at all ...

Wealth management generally refers to financial ... that does not meet the Securities and Exchange Commission (SEC) definition of an accredited investor, which means they have less than $200,000 ...

Strategic wealth management is about creating a financial ... Your overall goal is financial success, based on your personal definition of what this means to you. Strategic wealth planning aims ...

While the two may often come together, wealth management and asset management are not the same. Each plays a distinct and important role in your financial management. Here's what you need to know ...

Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's ...

"There is no strict definition for financial planners ... rather than just managing a client relationship." Wealth managers also need more investment management expertise. "It's important for ...

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors ...

Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he views as archaic ...