The Ultra High Net Worth Institute recently unveiled its "Wealthesaurus"— a list of over 80 terms commonly used and abused in the wealth management business. The competition for ultra-wealthy ...

Digital asset management (DAM) consists of the management tasks and technological functionality that helps companies organize their media assets like photographs, video and marketing assets to ...

A leading advisory group to the wealth management industry has launched a crowdsourced list of wealth terms it hopes will reduce confusion and marketing hype. The Ultra High Net Worth Institute, a ...

Management fee is the fee paid out of fund assets to the fund manager for the daily management of the fund and investment portfolio. It's usually expressed as a percentage.