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 ...

Several exchange-traded funds have emerged claiming to offer exposure to private assets, but don’t be fooled by the terminology. The term “private” implies something exclusive, rare, and special. But ...

Forbes contributors publish independent expert analyses and insights. I am a personal finance expert and writer. "When I start a class, I always ask, 'What happens to your assets if you die without a ...

Cryptocurrencies, DeFi and stablecoin staking, non-fungible tokens (NFTs) and other digital assets have given high-net-worth investors diversification, enhanced liquidity and the potential for ...

Having a comprehensive estate plan is crucial to ensure the preservation of your assets. Beware of legal and tax complications for common assets such as houses and retirement funds. An estate-planning ...

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