Find Out More About Asset Management

1. The management of a client's investments by a financial services company, usually an investment bank. The company will invest on behalf of its clients and give them access to a wide range of traditional and alternative product offerings that would not be to the average investor.

However, it is becoming clear that what we have been doing in the past will not be sufficient to address the growing and increasingly complex challenges that lie ahead.

Asset management, broadly defined, refers to any system that monitors and maintains things of value to an entity or group. It may apply to both tangible assets such as buildings and to intangible assets such as human capital, intellectual property, and goodwill and financial assets. Asset management is a systematic process of deploying, operating, maintaining, upgrading, and disposing of assets cost-effectively.

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These helpful resources discuss our planning tools, Moneyguide Pro, Riskalyze, financial calculators and lots of other important topics and resources for planning and investing for NP's, PA's andother folks too.

Financial planning isn't just about the money. Find out where else to focus on.

Longer lifespans create multiple goals beyond retirement.

Without a financial plan, the wealthy can run out of money or not have enough to fulfill their philanthropic goals or plans to pass on their money to the children.

NerdWallet is a free tool to find you the best credit cards, cd rates, savings, checking accounts, scholarships, healthcare and airlines. Start here to maximize your rewards or minimize your interest rates.

We tapped six financial planners for their favorite tips—from smart ways to stick to savings goals to how to merge money with a loved one.

Financial planning is often perceived as a service reserved for the wealthy. That’s understandable. The more money you have, the more complex your finances are. But people who don’t have hundreds of thousands of dollars in savings need guidance, too, and they often don’t have enough money to satisfy the ever-increasing minimum asset requirements of some financial advisers.