Wealth management services cater to affluent individuals ... CFP professionals are bound to a fiduciary standard, meaning they are required to put the interests of their clients first at all ...

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors ...

Wealth management generally refers to financial ... that does not meet the Securities and Exchange Commission (SEC) definition of an accredited investor, which means they have less than $200,000 ...

Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he views as archaic ...