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 ...

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 ...

If you’re not talking with your clients about the impact of wealth on their family, someone else is. Clients today have a higher level of awareness about preparing their families for wealth. On the 18 ...

Scott Oeth, a principal with Cahill Financial Advisors in Edina, Minn., has worked with multigenerational families for many years. But until recently, Oeth hadn’t considered making it part of his ...

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 ...