Artificial intelligence has gone from a novelty to a practical tool at wealth management firms. Here’s how it’s being used.

Investing in art can be both financially rewarding and personally fulfilling. As a financial advisor, I encourage my clients ...

Outside of investment returns, here are three things people often neglect but should discuss with their financial advisor ...

In the working paper, “ Ethics and Trust in the Market for Financial Advisors ,” Gervais and John Thanassoulis of the ...

Plenty of self-guided investors go on their financial journeys without a helping hand from an advisor or financial planning ...

Hiring a financial advisor is something a lot of people don’t think to do. But in reality, it could be an important step ...

I’ve been using a financial advisor since about my mid-30s. And frankly, I probably should’ve gotten myself one sooner. To be ...

Proven investor principles can reshape long-term growth strategy. Learn essential lessons to secure sustainable growth.

How Stephanie McCullough, Founder & Financial Planner of Sofia Financial, is talking to her clients about building confidence ...

First, if you have your own IRA, you can roll this account into yours and treat the money as if it's your own (if you don't ...

Ferrell, executive director of the Investments & Wealth Institute’s foundation, talks about what it is doing to help show ...

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