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 ...

Personal assets are belongings or resources that someone owns. It’s important to keep an updated inventory of your personal assets for both insurance purposes and estate management. Update your ...

A beneficiary is a person or entity that you name to receive the proceeds of your financial assets when you die. A beneficiary can be a spouse, child, relative, friend, charity, trust or any other ...

Whether you’re just starting out, saving for retirement, or looking to preserve your wealth, understanding how to allocate your assets wisely is essential. When it comes to building long-term wealth, ...

Findings from iterations of Financial Planning's Financial Advisory Confidence Outlook show which assets have stood the test ...