A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

Mariner takes a hands-on approach to wealth management, but its high account minimums and fees might be limiting for some ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...

Social media is rife with so-called financial planners offering free advice that may not fit everyone. But in real life, financial planners are professionals with the know-how to match specific ...

Improve your chances of growth and success by covering these bases in your financial plan.

Financial planning is essential for long-term financial success, offering a structured pathway to achieving life’s financial goals while providing transparency in a client’s finances. The team of ...

Insurance and financial plans go hand in hand. Used together, they can ensure that clients are not only protected in the event of unforeseen circumstances but also positioned for long-term financial ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

As retail investors increasingly expect comprehensive financial planning from their wealth advisors, a new report from Cerulli Associates suggests that technology –particularly artificial intelligence ...

A saying attributed to Yogi Berra, Samuel Goldwyn, Niels Bohr, and others is, “Never make predictions, especially about the future.” Whoever said it, the admonition is an apt caution about the perils ...

PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place. In fact, president and founder of Bright Wealth Management Matt ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Hans Daniel Jasperson has over a decade of experience in public policy research, with an ...