As older generations retire or pass away, their assets and real estate are transferred to heirs, who are largely family ...

You've probably heard the conventional advice. Max out your 401(k), put money in an IRA, maybe dabble in some index funds.

Financial experts say that the people quietly setting up their families for long-term security are often doing it through ...

An asset constitutes anything that holds monetary value, whether current or future, to a person or organization. Businesses, governments and non-profits all own assets. So do many people. An asset is ...

Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

(Bloomberg) -- Wall Street has a new favorite investor. They’re young, they’re affluent and they’re skeptical that traditional markets can deliver wealth over the long haul. Shaped by financial crises ...

Denver-based RIA giant Mercer Global Advisors said today in separate announcements it has acquired two wealth management practices that collectively managed more than $900 million in client assets.