The average American believes you need to have at least $839,000 in net worth to feel financially comfortable. And to be considered wealthy, you'll need around $2.3 million, according to Charles ...

Learn more about the roles, services and client focuses of asset and wealth managers Staff Personal Finance Editor, Buy Side Valerie Morris is a staff editor at Buy Side and a personal finance expert.

During my time in the wealth-management industry, I have learnt so many lessons about money management, both personally and professionally. A lot of them come down to following some key financial ...

The Kiplinger Readers’ Choice Awards aim to recognize and celebrate the best products and services in the personal finance arena. We asked you, our Kiplinger community, to help us name the products ...