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

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

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

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 ...

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.

I was in my mid-30s when I first started working with a financial advisor. And the reason I didn’t start to use one sooner ...

Earning six figures is the dream. But just because you're making that much doesn't mean you're living large. Nearly half (48% ...

NOT UNTIL WE GET SOME ADVICE FROM CAPTRUST VICE PRESIDENT AND FINANCIAL ADVISOR, CATHERINE MCCALL. AND WHAT LUCK YOU’RE JOINING US THIS MORNING. HAPPY TO BE HERE. THANK YOU FOR BEING HERE.

New beginnings are often difficult, especially if the elephant in the room is age. Many clients aren’t comfortable working ...

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