Learn more about the roles, services and client focuses of asset and wealth managers Asset management primarily involves portfolio construction and management. Wealth management includes aspects of ...

Asset managers allocate clients' assets across classes like cash, equities, and alternatives based on goals and risk. Asset management firms earn fees, typically 1% of assets under management, and may ...

Ready to build personal wealth? Here are four pathways to financial planning and wealth management. The desire to provide others with products or services that solve problems or fulfill needs is what ...

Always ask what services they offer and how much of their time is spent on personal financial planning. There are other credible designations, but these two signal a high level of education, ethics, ...

Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about personal loans, home equity loans, mortgages and banking. She lives in North Carolina and has taught and ...

Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Andy Smith is a Certified Financial Planner (CFP®), licensed ...

Michelle Cull is a member of CPA Australia, the Financial Advice Association Australia and President Elect of the Academy of Financial Services in the United States. Michelle is an academic member of ...