When Jim O’Donnell was made head of Citi Global Wealth (CGW) in January 2021, one of the first people he reached out to was Naz Vahid. It made sense. O’Donnell had been tasked by incoming chief ...

For wealth management professionals, 2025 saw record M&A deal volume for registered investment advisor firms, further ...

Understand how wealth managers and financial advisors differ in scope, specialization and fee structure to find which fits your situation best Written By Written by Staff Money Writer, WSJ | Buy Side ...

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...

Alana Benson is an investing writer who joined NerdWallet in 2019. She covers a wide variety of investing topics including stocks, socially responsible investing, cryptocurrency, mutual funds, HSAs ...

PBMares, a US-based public accounting and consulting practice, has divested its wealth management unit, PBMares Wealth ...

When certified financial planner and enrolled agent Amy Irvine launched her registered investment advisory firm eight years ago, she "included taxes right from the get-go," she said. "For years I had ...

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Forbes contributors publish independent expert analyses and insights. I write about investment strategies to build generational wealth. Building wealth that lasts across generations isn't just about ...

“I like to tell people that it’s because I grew up and matured enough and he calmed down enough to where it works.” That was the humorous answer Geoff Ratliff gave when asked how he and his father, ...