Steve Garmhausen

Wealth management businesses know all about investments, and for many of them, contributing to charitable causes is a great business investment.

Barron’s third-ranked financial advisor in Minnesota explains why clients jokingly call her their “family therapist.”

Judy Fredrickson isn't afraid to jump in and help the ultrawealthy households she serves through knotty problems like an Alzheimer's diagnosis or

It's probably safe to say that emotions are running high when it comes to politics right now.

Investors shouldn’t let their hopes and fears about the outcome of the upcoming presidential election affect their investing decisions, financial advisors say.

The head of Neuberger Berman’s private wealth business, NB Private Wealth, explains how she became a different kind of leader when she joined the business.

When Wen Nottebohm looks at the wealth management industry, she sees an increasingly welcoming place for women. “The industry as a whole is putting

Barron’s 47th-ranked woman financial advisor discusses the keys to her success—and why she favors an alternative asset class.

When advisors are starting out in the business, the definition of a target client can be, let's say, very broad: Practically anyone with a little money to invest might qualify.

Advisor-client relationships don’t always work out. Here’s how advisors handle clients they would prefer not to continue serving.