The investment management industry seems to have come full circle. After years of increasing complexity — moving from mutual funds to separately managed accounts (SMAs) and unified managed accounts ...

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 ...

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 ...

The transaction is expected to close in the year’s fourth quarter. The Goldman Sachs Group Inc. announced the sale of its United Capital Financial Partners Inc. division to Creative Planning LLC, the ...

The undergraduate certificate in personal financial planning is designed to position students for potential career opportunities in the financial services industry. The certificate program is ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The recommendation aims to align fund settlements more closely with plans ...