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, ...

While often associated with the ultra-wealthy, wealth managers serve a wide range of clients, offering guidance on investments, financial planning and navigating financial complexities. If you're ...

The increase in the number of ultra-high-net-worth individuals across the U.S. can mean only good things for wealth managers — especially as more of these newly minted millionaires and billionaires ...

Financial advisors who fancy themselves “wealth managers” are having trouble walking the talk. This is the most significant finding of our recent research into the business of wealth management. In ...

There are an estimated 23 million millionaire households in the United States, according to the UBS Global Wealth Report released in June 2025. As the stock market continues to set new record highs, ...