Month: January 2025
What is an Investment Management Agreement (IMA)?
An Investment Management Agreement (IMA) is a legally binding contract between an investor (or client) and an investment manager (or firm) that outlines the terms, responsibilities, and expectations for managing the client’s ... Read more
What is wealth management?
Wealth Management is a comprehensive, client-centered approach to managing and growing an individual’s or family’s financial resources. It integrates financial planning, investment management, tax strategies, estate planning, risk management, and legacy ... Read more
How to find a wealth advisor
Finding a wealth advisor (or financial advisor) requires careful research and due diligence to ensure you partner with someone who aligns with your financial goals, values, and needs. Below is a step-by-step ... Read more
How to value a wealth management firm
Unlocking how to value a wealth management firm requires a nuanced approach that blends traditional valuation methods with industry-specific metrics. Here’s a structured breakdown: Explain; How to Value a wealth ... Read more