Asset management primarily involves portfolio construction and management. Wealth management includes aspects of financial planning—such as taxes, charitable donations and portfolio management. When ...

An asset constitutes anything that holds monetary value, whether current or future, to a person or organization. Businesses, ...

Editor’s note: This is part 13 of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for asset ...

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 ...