I used to think “wealth advisor” was just a fancy term for “financial advisor” – like how some places call their janitors “custodial engineers.” Turns out there’s actually a meaningful difference, and ...

What is wealth management? Learn more about how it's used not only to manage, but also to grow your wealth and protect your assets with this overview.

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Staff Personal Finance Editor, Buy Side ...

If you look up the word “wealth” in the Oxford dictionary, you will likely find it defined as “an abundance of valuable possessions or money.” At first pass, it seems like another term for rich, or ...

Behavioral economists note that spending increases when asset values rise, known as the wealth effect. Housing asset increases often trigger a stronger wealth effect than stock market surges.

As Baby Boomers and the Silent Generation prepare to pass on their assets to younger generations, they must contend with ...

The Treasury is short of cash and mulling over how it can get its hands on more money to plug the gap. Could wealth taxes do the trick?

Ray Dalio warns that extreme wealth inequality is driving dangerous political shifts. Learn how these can threaten your portfolio and what you can do about it.

Understand the role of a wealth advisor and their services to find out how they can help manage and grow your financial assets Valerie Morris is a staff deputy personal finance editor at Buy Side and ...