Strategic wealth management is about creating a financial planning strategy for achieving your goals. This strategy doesn’t depend on how much money you have.

Rising interest in alternative investments — such as private equity, real estate, and infrastructure — presents an ...

Many people deliberately chart different career paths from their parents, but not siblings Dana and Jack Larsen. Working with ...

Can a pair of 20-somethings with no wealth management experience start their own firm? When Matthew Somberg and Joshua ...

The group joining RBC's New York City office, led by advisors formerly affiliated with First Republic, gives it an additional ...

Executive Wealth Management, a Brighton-headquartered wealth advisory firm, was acquired by Torrance, Calif.-headquartered EP Wealth Advisors, the company announced Tuesday. Executive Wealth ...

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with a growing national footprint, ...

“By identifying and vocalizing shared family values, financial advisors can develop flexible strategies that accommodate ...

Wealth management services cater to affluent individuals for comprehensive financial needs. Minimum assets for such firms typically start around $500,000 with services scaled by net worth.

EP Wealth Advisors has expanded its footprint in the US with the acquisition of Michigan-based Executive Wealth Management (EWM). Financial and legal details of the transaction were not revealed. This ...

Gina M Randazzo/ZUMA Press Wire/dpa The wealth of the world's super-rich is growing ever faster, a study published on Monday by the development organization Oxfam has shown ahead of the World ...