We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and ...

Financial advisors are increasingly outsourcing portfolio construction as the demands of running a practice shift toward client growth and relationship management, according to new research.

Both wealth managers and financial advisors provide customized strategies to help clients achieve their goals. Wealth managers typically focus more on managing complex investment portfolios and estate ...

For much of the industry’s history, the advisor’s role was clear. Build portfolios. Manage risk. Optimize returns. Planning and coordination existed, but largely in service of the investment strategy.

Artificial intelligence is reshaping how everyday investors build, monitor, and optimize portfolios. What used to require a ...

Reliance on model portfolios is rising as financial advisors fundamentally shift their daily focus away from technical investment tasks toward business development. According to the Advisor Use of ...

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 ...