When it comes to financial advising, are investors paying advisors for their expertise? This is a trick question. That’s because the answer isn’t “Yes”—it’s “Yes, and…” Investors seek financial ...

Applications enabled with generative artificial intelligence capabilities may soon become the leading source of retail investment advice. Deloitte forecasts usage shooting up from about 10% in 2024 to ...

Two-thirds of financial advisors are changing their retirement investment advice for clients due to a volatile market and ...

If you’re unsure of what to do with your investments, you’re not alone. According to Ryan Jacobs, a financial advisor and the founder and managing partner of Jacobs Investment Management, LLC, in ...

Like many professions, financial advisory is undergoing profound transformation. A 35-year-old financial advisor today—looking ahead to another 30 years—will need to evolve into a fundamentally ...

You’re better off getting guidance from a financial advisor than friends or family members who may not know what they’re ...

Explore how financial advisors and financial planners differ.

Under President Donald Trump, financial deregulation could reshape what financial advisors disclose to clients and what products they offer, which could result in increased risk exposure, lower fees ...

Years ago, people did not talk about money. Investing is a spectator sport today. Entire cable TV channels are dedicated to the topic. Although sometimes derided as “talking heads,” many are ...

My advisor charges a 2% fee for financial advice. He does not provide tax advice. My portfolio is currently worth around $850,000. Does this fee sound appropriate? – Tim Without knowing the full scope ...

Financial advisors can offer tax advice, but you should understand the scope of their expertise. While they can provide valuable insights on tax-efficient investment strategies, retirement planning ...