Industry funds lag their retail counterparts on member satisfaction, despite suffering reputational setbacks from the Hayne ...

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

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

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 ...

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

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 ...

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

There is a Chartered Financial Consultant (ChFC) designation issued through the American College of Financial Services that a financial advisor can obtain. When choosing a financial consultant, the ...

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 ...

Being financially responsible doesn't have to mean never spending money. Here are some tips to help you save for retirement, ...

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