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2. What is wealth management and do you need it? - AOL

   www.aol.com/finance/wealth-management-231826568.html

   This table summarizes the basic differences between wealth managers, portfolio managers and financial advisors. ... Alternatives to wealth management. If the fees or asset minimums required by ...

3. Asset management - Wikipedia

   en.wikipedia.org/wiki/Asset_management

   Asset management is a systematic approach to the governance and realization of all value for which a group or entity is responsible. It may apply both to tangible assets (physical objects such as complex process or manufacturing plants, infrastructure, buildings or equipment) and to intangible assets (such as intellectual property, goodwill or financial assets).

4. Wealth management - Wikipedia

   en.wikipedia.org/wiki/Wealth_management

   Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...

5. Investment management - Wikipedia

   en.wikipedia.org/wiki/Investment_management

   Wealth management by financial advisors takes a more holistic view of a client, with allocations to particular asset management strategies. The term fund manager, or investment adviser in the United States, refers to both a firm that provides investment management services and to the individual who directs fund management decisions. [2]

6. Wealth Manager vs. Financial Advisor: Here’s the Difference ...

   www.aol.com/finance/wealth-manager-vs-financial...

   Growing your wealth through investing is a crucial part of long-term financial stability for you and your family. There are many ways to invest: stocks, bonds, mutual funds, ETFs, real estate, etc

7. Asset and liability management - Wikipedia

   en.wikipedia.org/wiki/Asset_and_liability_management

   Asset and liability management (often abbreviated ALM) is the term covering tools and techniques used by a bank or other corporate to minimise exposure to market risk and liquidity risk through holding the optimum combination of assets and liabilities. [1]