Learn more about the roles, services and client focuses of asset and wealth managers Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for ...

Personal assets include anything you own that has monetary value, personal value, or both. Assets play an important role in determining your net worth and estate planning. Many or all of the products ...

An asset constitutes anything that holds monetary value, whether current or future, to a person or organization. Businesses, governments and non-profits all own assets. So do many people. An asset is ...

An advisor’s AUM could be based on many clients with small investments or a few clients with big investments — or both. Many, or all, of the products featured on this page are from our advertising ...