Whether the responsibility falls to an estate manager, business advisor or wealth management team, creating a professional experience for employer and employee should not be overlooked.

What's in a name? In new research from Cerulli Associates, the analytics firm offered up “eRIA” as an alternative term to “robo-advisor” for automated investment advice software. Whatever the advisory industry decides to call them, Cerulli...

The more you know ... | graphicsdunia4you/iStock/Thinkstock Money can buy an education, a home in an environmentally beneficial area, language lessons and mind-expanding cultural excursions. So does it make sense that it can also buy you a...

The affluent have worked hard to reach their current lifestyle and as a result, regardless of how they view themselves, they are no longer your average American.

They have a plan. The National Association of Hispanic Real Estate Professionals released the “Hispanic Wealth Project Blueprint” on Tuesday, a 10-year plan to triple the wealth of Hispanic households in the U.S. to $2 trillion. According ...

What wealthy investors think when working with advisors