What is wealth management? Answering that question is a lot like asking “What is beauty?" The answer to that question is often said to be in the eye of the beholder. Beauty doesn't exist on its own, ...

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 ...

Every business, regardless of its size and industry, needs to have a financial controls policy in place. Its role is to provide guidance on the keeping of financial accounts and records, payments, ...

Financial consultants are often hired by high-net-worth clients. These consultants typically work with complex financial situations. They may advise on investments, property holdings and long-term ...

The World Bank's definition of a financial management information system, or FMIS, is simply the automation of financial operations. With that definition in mind, there are plenty of database ...

State banks are financial institutions chartered by states to offer commercial banking services. Learn about their operations ...