Half of polled advisors think AI will reduce the number of advisors needed in the market within the next five years, ...

Engaging a financial advisor in your estate planning journey is a smart move. Advisors ensure your investments, insurance and overall financial goals align with how you want your assets handled. From ...

Investors are increasingly turning to generative AI for financial advice, according to a Betterment survey. Advisors say tools like ChatGPT can provide useful information to investors, but they rarely ...

Key takeawaysFinancial planning is the process of considering your financial objectives and goals and creating a roadmap to ...

Question: “I purchased three annuities from a financial planner and found out, after the fact, that what he presented to me and I agreed to were and purchased not the same. He completed the ...

Reid Rasner says he’s paused his efforts to purchase TikTok for $47.45 billion and possibly place some of its operations in.

According to a Wealthtender survey, investors value emotionality in their financial planning and in their advisers.

Strategies include adding riders to life insurance for younger individuals and considering hybrid or traditional long-term ...

In today's Asking Eric column, R. Eric Thomas responds to someone who is nervous about being the executor for their elderly ...

The shock sale of AMP’s financial advice licensing business in 2024 was a momentous moment for the industry and marked the ...

Many advisors are building relationships with mortgage brokers, recognizing that a well-structured financial plan has to ...

However, my parents don’t want to talk about these issues, and I am really in the dark on what they have in place. My father ...