Reid Rasner says China’s maneuvering and a Wyoming state senator’s social media comment are working against him ...

Many Americans lack emergency savings. Stephanie McCullough, founder and financial planner of Sofia Financial, discusses how much money clients should allocate to their emergency funds and where to ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected].

Thinking of using ChatGPT for financial planning? Research reveals surprising risks to consider if you're considering ditching your human advisor.

As people are turning to AI for things like meal planning and workout routines, financial advisers are saying people should take AI financial guidance cautiously.

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 ...

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

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 ...

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 ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future ...

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