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 ...

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 ...

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 ...

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 ...

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 ...