The Latest Breaking News from Financial Advisor

In this exclusive interview, Edward Jones CMO Tim Rea explains why financial advisors must meet clients where they are in order to build successful long-term relationships.

The classic 60-40 portfolio was never meant to be the end-all, be-all portfolio—it’s just “a good starting place," according to Vanguard's Todd Schlanger.

Hearzap, a Hyderabad-based audiology chain, has raised $6M in a Series A round from 360 One Healthcare Opportunities Fund. The funds will be used to expand operations nationwide over the next three years. Hearzap is pioneering tech-based solutions to address rising hearing health issues, and with 360 One's financial and…

Such a large sum of money presents plenty of opportunity—for better and worse.

A CFP could be your ticket to a financial plan that endures all of life's twists and turns.

ChatGPT could revolutionize financial planning, but it won't replace human guidance.

Simon Hoadley was convinced to start investing in cryptocurrency during the coronavirus pandemic - but he ended up handing over £80,000 to unscrupulous scammers

JPMorgan has filed a trademark application for an A.I. software that can pick stocks—and much more.

The news that Auckland Council is already engaging financial advisors in Australia on the yet-to-be-confirmed airport selldown has left some councillors wondering why they weren’t kept in the loop.

Clients ask financial advisors the craziest things without knowing they're making huge money mistakes. Some are horrific.

David Parker nicked the money from under his colleagues' noses at the financial advisor firm - and, over four years, moved the cash into bank accounts he controlled