Financial advisors are many things, but an oracle is not one of them. The quality of the advice you get from them depends on your transparency and the quality of information you provide them. This ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Andy Smith is a Certified Financial Planner ...

2025 is set up to be an interesting year for financial markets. Equities have had a stellar 2-year run, Trump 2.0 commences, global central banks are cutting interest rates, and the U.S. economy ...

Amid inflation, high interest rates and an uncertain market, people are becoming increasingly concerned about their finances. If you’re a financial advisor, your clients may be asking you some ...

Wealth management industry experts broadly agree that generative artificial intelligence tools can play a powerful role in the hands of savvy financial advisors, saving them substantial time on ...

TikTok? No problem. Cents in a dollar? Eight percent of Gen Z have no clue. Here's how companies are trying to fix that.

Principal Financial Group’s third quarter results were met with a positive market reaction, reflecting investor confidence in the company’s diversified strategy and ongoing momentum across key ...

In a new episode of the Financial Planning Podcast, the founder of an RIA-serving startup explains how financial advisors’ practices have changed during the COVID-19 pandemic. Michelle Wong launched ...

UMB Financial’s third quarter saw a negative market reaction despite revenue and non-GAAP profit both coming in above Wall ...

American Financial Group’s third quarter was marked by strong performance in its Specialty Property and Casualty insurance operations, with management emphasizing robust underwriting margins and ...