Asset managers oversee investment portfolios for individuals and institutions. Here’s how they work, how they’re compensated and when you might need one ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...

Asset management primarily involves portfolio construction and management. Wealth management includes aspects of financial planning—such as taxes, charitable donations and portfolio management. When ...

Discover how ALCOs oversee asset-liability management to boost bank profitability, manage risks, and ensure liquidity. Learn why they are critical to financial stability.

The challenge is stark yet familiar across industries: A data deficit fundamentally undermines an organization's ability to understand infrastructure performance and translate insights into actionable ...

Commercial real estate is often discussed as if it’s one unified asset category. In practice, that assumption causes more operational mistakes—and more lost value—than almost anything else I see.

Strategic vehicle selection, like the use of separately managed accounts, and optimizing asset allocations are two ways to help mitigate the tax bite on returns. The most effective method is proper ...

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 ...