None of this is to say that you should completely avoid AI (though it's worth at least half a thought). However, if you're ...

CHRISTINE BENZ of Morningstar It might surprise people that my husband and I pay a financial planner, given that I spend a ...

The National Foundation for Credit Counseling at www.nfcc.org primarily helps people pay off credit card debt, but its member ...

A TIAA Institute and MIT AgeLab survey finds consumers working with advisers are more satisfied with financial advice, underscoring the value and need for greater access to financial professionals.

"Based on those numbers, this doesn’t seem like a bad setup." Homebuyer seeks financial advice after purchasing a house with ...

Discover why financial advisors are becoming independent RIAs: autonomy, financial rewards, client focus, flexibility, and ...

Forbes contributors publish independent expert analyses and insights. Sheila Callaham writes about age-related topics in the workplace. While older workers are finding some organizations open to ...

Globally, financial advice is traditionally intrinsically connected to selling products. In South Africa’s ever-growing ...

In 2024, 4.1 million Americans turned 65. Additionally, 54% of Americans aged 40—49 are part of the “sandwich” generation, having both a parent over 65 and at least one child younger than 18. As a ...

Financial Conduct Authority data shows financial advisers are charging up to 3%. Here is how you know if you are getting value for money ...

The average American parent offers their child 114 pieces of unique financial advice per year, according to new research. However, parents admit their financial advice isn’t always used: respondents ...

Discover the career path, key certifications, and opportunities for financial planners. Learn how a finance or humanities ...