Virtual assistants in wealth management apps boost customer satisfaction by up to 72 points on a 1,000-point scale Wells ...

Wealth management is providing financial strategies and products to clients. Most definitions of wealth management emphasize “financial services and products.” Financial services cover areas such as ...

Asset management primarily involves portfolio construction and management. Wealth management includes aspects of financial ...

Most financially-secure people ponder the question “why should we expand our personal wealth if it already is adequately secure?” The simple reality is that life is always unpredictable and so is the ...

Myrtle Beach: "Your research on the affluent cites personal service as one of the top criteria impacting client loyalty," said Holly, who then posed an excellent question, "but isn't this rather basic ...

Budgeting is the first step toward financial planning. It includes a series of questions about how you spend your hard-earned money. And being accountable for your inflows and outflows is a healthy ...

Successful wealth transfer is becoming increasingly important now that one of history’s most significant asset handovers is underway. Baby boomers across North America are expected to pass down an ...