Teams have become highly specialized and are focusing more on particular client types in order to offer the most bespoke ...

Including estate and tax planning into your wealth management strategy can help maximize your overall potential, both in the short-term andthe long run. Wedell: Many years ago, the wealth management ...

Wealth management is evolving, expanding beyond traditional financial planning to a more comprehensive approach that integrates lifestyle services with investment strategies. This shift, embodied in ...

This Wealth Management & Estate Planning ‘Conversation with the Expert’ content is produced by the L.A. Times B2B Publishing team in conjunction with Lagerlof, LLP. Ongoing market developments across ...

No matter where you may be, most individuals are familiar with the age-old phrase “money makes the world go round.” Although many people might prefer to live by the inspirational words “money can’t ...

Alana Benson is an investing writer who joined NerdWallet in 2019. She covers a wide variety of investing topics including stocks, socially responsible investing, cryptocurrency, mutual funds, HSAs ...

The wealth management industry is facing a pivotal moment. The Great Wealth Transition—a $100+ trillion shift in assets from older to younger generations—is already underway, challenging us with both ...