The Latest Breaking News from Financial Advisor

You’ve been sitting across from your financial advisor, nodding along as they talk about mutual funds, retirement plans, and investment strategies. It all sounds impressive, but there’s a nagging question in the back of your mind: are they truly acting in your best interest, or are they just waiting for…

Millionaires don't manage their money alone. In fact, one of the most common traits among wealthy Americans is that they lean on professional help. Some 74% of American millionaires, defined as having at least $1 million in investable assets, report that they have a financial advisor, according to the Northwestern…

Financial relationships become unstable when trust between parties begins to break down. An advisor who no longer serves their client’s best interests becomes hard to detect because they use complex terms while maintaining a professional appearance. People feel something is wrong, but they cannot identify the exact reason. The lack…

Retirement planning is one of the most important financial decisions seniors make, yet the fees associated with professional advice are often misunderstood. Financial advisors present...

People conceal their financial difficulties to protect others from learning of their financial condition. The complete assessment of the situation reveals all existing financial problems. Economic patterns create financial problems by leading to unexpected job losses and rising expenses. The unnoticeable problems that others do not see become visible through…

If you and your partner are juggling multiple accounts, growing incomes, and big dreams, money can start to feel like a second full-time job. It’s easy to assume you should be able to DIY everything because you’re smart, organized, and capable. But there’s a big difference between keeping the lights…

Financial advisors receive numerous questions from clients, but some questions stand out as being unusual. People ask financial advisors unusual direct questions, which reveal their actual financial thinking patterns. Financial advisors study these situations because they reveal hidden financial problems that people often keep from regular discussions. The assessment questions…

Your bank account is probably a mess right now. You know it. I know it. But here’s the thing—you don’t need a financial advisor or a complicated spreadsheet to fix it. You just need 15 minutes and the guts to look at what’s really going on. A quick money audit…

It's been almost three years since Manchester City were charged but the long-running saga could soon end, according to the club's former financial advisor

The end of the year is a critical moment for seniors to review their finances. Tax rules, retirement distributions, and investment strategies often change in...

Will artificial intelligence make financial advisors obsolete? It may be too soon to tell, but two-thirds of Americans are already using generative AI for financial advice, according to an Intuit Credit Karma survey released in September.