Learn more about the roles, services and client focuses of asset and wealth managers Asset management primarily involves portfolio construction and management. Wealth management includes aspects of ...

Explore some of the leading RIAs of 2025 offering personalized financial planning, investment strategies and comprehensive ...

A financial counselor is a professional who helps individuals and families manage their personal finances by offering guidance on budgeting, debt repayment and financial goal-setting. Unlike financial ...

Always ask what services they offer and how much of their time is spent on personal financial planning. There are other credible designations, but these two signal a high level of education, ethics, ...

Ready to build personal wealth? Here are four pathways to financial planning and wealth management. The desire to provide others with products or services that solve problems or fulfill needs is what ...

Asset managers allocate clients' assets across classes like cash, equities, and alternatives based on goals and risk. Asset management firms earn fees, typically 1% of assets under management, and may ...

At Bloomberg, we’re building the world’s most trusted information network for financial professionals. We provide our customers with tools to surface the data, news, research, and information they ...

Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Andy Smith is a Certified Financial Planner (CFP®), licensed ...