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 ...

Advisory firm leaders and consultants share the trends and developments likely to affect the financial advice industry in the new year.

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 ...

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 ...