"Clients trust us to secure their financial future. We can't be rolling the dice," a financial planner told Business Insider.

Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are ...

Generative AI is not an easy button for educational materials, but it is a time-saver. Educational resources are key for ...

Holidays, birthdays, anniversaries -- there are so many dates on the calendar to keep track of, and all of them important and ...

Federal authorities have arrested a former Federal Reserve senior adviser for allegedly giving ... to Federal Reserve investigators and Consumer Financial Protection Bureau officials.

For this list, we didn't consider online advisors that match clients and advisors for comprehensive financial planning services, such as Zoe Financial or Facet Wealth. Instead, we focused on tech ...

Miranda Marquit, MBA, is a freelance contributor to Newsweek’s personal finance team. She has an M.A. in journalism from Syracuse University and has been writing and podcasting about money since ...

Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that doesn’t necessarily mean it’s the right amount for every investor.

Ashlee is an insurance editor, journalist and business professional with an MBA and more than 17 years of hands-on experience in both business and personal finance. She is passionate about ...

For those thinking about changing careers by breaking into wealth management and becoming a financial advisor, the opportunity is there. Tens of thousands of advisors will retire each year over ...

The first quarter is a great time to connect with your financial advisor to reflect on the past and discuss the future. An in-depth conversation about annual tax rules, budgets, investment ...