With trillions of dollars soon to be inherited, financial advisors are learning the essentials of working with two or more generations of a family.

Taylor Nissi is a senior VP and wealth advisor at the wealth management firm Farther. He shared his top tips he would give to clients navigating recent market volatility amid tariffs. Nissi said ...

Knowing your goals is very important as you look for a wealth management firm. You should choose a partner who also listens to your needs and understands your plans. Money decisions will become easier ...

Brenton Harrison has spent over a decade empowering people to take control of their money. He has been featured in publications such as Business Insider, USA Today, and CNBC, and hosts the weekly New ...

Wealth management services are some of the most high-level and comprehensive financial services that exist. While financial planning services can help with individual financial matters, and asset ...

Building wealth from nothing might feel like you would be doing the impossible, but there are countless of self-made millionaires who have proven that it can be done. It takes hard work, resilient, ...

This as-told-to essay is based on a conversation with Taylor Nissi, a wealth advisor at Farther. It has been edited for length and clarity. It's important that people have a financial plan they can ...

Philanthropy is making national headlines, with billionaires such as Laura and John Arnold pledging to give away startling percentages of their wealth, so generous that they’ve fallen off a list of ...

As someone who has worked closely with family offices over the years, as well as being part of one, I’ve seen firsthand the value they can bring to high-net-worth families and individuals. Whether ...

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 ...