Managing your money involves setting goals, organizing your finances and deciding how to use your resources over time. Wealth management and financial planning both support these decisions, but they ...

AI is changing wealth management -- but not how you think. Here's how some firms are using it to serve clients better.

Discover how investment banking focuses on corporate clients for mergers & IPOs, while wealth management caters to individual ...

Explore the Certified Trust and Fiduciary Advisor (CTFA) designation, its requirements, benefits, and how it enhances careers ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...

Family offices need estate planning and charitable giving expertise to truly serve wealthy clients, not just portfolio ...

Wealth management is a heavily regulated industry, and for good reason. Strong regulations are critical to safeguard the broader financial system, protect the investing public and defend against bad ...

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 ...