Wealth Professional celebrates these – and the rest of the 2025 Top 50 Leading Women in Wealth – for their leadership, ...

Wealth management often gets confused with investment management, but they are technically different things. Investment management is actually a subset of wealth management, which adopts a holistic ...

Almost everyone can benefit from the help of a financial professional, whether you're budgeting, filing taxes or managing your investments. The question is what type of professional you should work ...

Despite financial technology advancements, members of Generation X would prefer that a professional handle their personal finances, according to a survey by fintech company Harness Wealth Advisers LLC ...

Wealth management is a service typically offered by brokerage firms and independent financial advisors to help wealthy individuals put together the pieces of their financial life. It’s not for ...

According to Spectrum Group research, studies of higher net worth individuals and families reveal that 80% of those with a net worth of several million dollars and more do not consider themselves ...

With the number of millionaires in the U.S. rising 85% from 2009 to 2018, many people are looking to invest and grow their assets for the future. And with over 18 years of experience in wealth ...