Question: We have over $500,000 invested with a certified financial planner (CFP) we like — most of it in very safe bonds to generate a little income. We are also into structured notes that generate ...

Scroll down to catch up on all the bits of wealth management news that you might have missed this week.

I always tell people to Google “structured notes” to see what comes up. The first page of search results is filled with FINRA warnings, stories of complexity, high fees and a lack of liquidity and ...

As I research the evolution of wealth management for my upcoming book, I’m constantly on the lookout for firms that are doing things differently—breaking away from the pack and redefining what it ...

Eighty-five percent of financial advisers view generative AI — AI that can be used in generating new content — as a help to their practice, a surge up from 64% in 2024, according to an Adviser360° ...

OLD GREENWICH, Conn.--(BUSINESS WIRE)-- Ellington Financial Inc. (EFC) (the “Company”) today announced that it has priced its previously announced offering of $400 million in aggregate principal ...

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 ...

WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, today announced that it has completed the public offering of $200 million aggregate ...