Portfolio management is considered by some to be a part financial planning.; Portfolio management involves buying, selling, and managing investments for optimal return and minimal risk, and ...

Family offices are as different as the families they serve—one size does not fit all. For families who are seeking to coordinate and consolidate their investment management and planning, a well ...

If you have out-of-control debt, you probably have made an attempt or two to pay it down. But a debt management plan (or DMP) is a much more organized plan of attack. You usually enroll in a DMP ...

The independent channels of wealth management are changing so quickly that it can be easy to lose sight of the underlying factors beneath each headline-grabbing deal. Firms like LPL Financial ...

At the end of the day, it’s not just about wealth. It’s about what your wealth can accomplish. Together, you and your UBS Financial Advisor can help prepare your financial life for today, tomorrow and ...

One of the responsibilities of the Division of Planning, Space Management and Capital Projects is campus planning. This includes both facility planning and master planning. Facility planning involves ...

Despite the client assets and M&A deals of giant proportions, the wealth management industry hasn't addressed its succession and recruiting challenges, a new study said. At least 26% of the more ...

The Planning & Design and Construction groups are resourced to provide services to the university for updating and renovating the campus. These resources are assigned based on university priorities as ...