In their hot pursuit of the high-net-worth and separately managed account markets, investment managers have lowered investment minimums to less than $100,000 and created model investment platforms.

Clients often prefer a one-stop-shop, pairing their wealth management and private banking teams for advice on holistic ...

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 ...

Wealth-management software is designed to make managing your money and tracking your assets as easy as possible. Whether you're nearing retirement and juggling rental properties in multiple states or ...

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 ...

Christopher Reedy serves as CEO of PIM The transaction with PIM marks Pure’s fifth strategic acquisition in the past three years PIM has roughly $567 million in regulatory assets under management, as ...

SAN DIEGO, March 19, 2025 /PRNewswire/ -- Pure Financial Advisors, LLC ("Pure"), a leading independent financial advisory firm, is pleased to announce the successful acquisition of Personal Investment ...

Holding personal data on high net-worth individuals and conducting large financial transactions make wealth management an attack target, and management is starting to take it seriously. As custodians ...