Plum Pointe Wealth Management has acquired Williams Estate & Financial Group, strengthening its capabilities in financial planning and wealth management. Jay Williams, founder, joins as a partner, ...

Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it has merged with Cook ...

While the story of assets in flux has gotten a lot of attention in the media, the nuances of the great wealth transfer aren’t often noticed. For instance, research compiled by Edward Jones suggests ...

The chief of Wilmington Trust’s $80 billion wealth management unit says the business is about much more than investing.

3. Develop Holistic Wealth Management Plans. Truly effective wealth transfers require integration of estate planning, tax planning, investment management and overall financial strategy.