Get all your news in one place.

100's of premium titles.
One app.

Get all your news in one place.

100's of premium titles. One news app.

The Latest Breaking News from Financial Advisor

The Most Common Questions Financial Advisors Hear, Answered

From retirement timing and budgeting to credit scores and investing fears, here are some of the questions that financial advisors say clients ask most.

GOBankingRates · Apr 26

A startup called Astor plugs into your brokerage account and texts you AI-driven financial advice for $15 a month

The startup, which just raised a $5 million seed round, is part of a wave of next-generation financial advisors.

Fortune · Apr 23

I’m a Financial Advisor: Here Are 12 Retirement Mistakes That Cost Clients $100K or More

Financial advisors revealed 12 retirement mistakes costing over $100k: claiming Social Security early, ignoring taxes, poor cash flow planning and healthcare.

GOBankingRates · Apr 21

From analysis to the latest developments in health,
read the most diverse news in one place.

3 Questions Every $1 Million Investor Should Ask Their Financial Advisor

Hit a $1 million net worth? Here are key questions to ask your financial advisor about fees, wealth management and investing strategy as your money grows.

GOBankingRates · Apr 17

Sanford Schmidt on Why Proactive Financial Planning Is the Key to Long-Term Client Confidence

Sanford Schmidt has spent more than four decades refining a philosophy that places proactive financial planning at the center of every client relationship

inkl · Apr 17

Claude vs. ChatGPT: Which AI Is Best for Retirement and Social Security Planning Right Now?

Financial experts reviewed ChatGPT and Claude retirement plans, exposing math errors, Social Security gaps and why AI can’t replace a financial advisor.

GOBankingRates · Apr 8

The 5 Social Security Decisions That Are Hardest To Undo in Retirement

Financial advisors say some claiming choices can lock retirees into lower income, higher taxes or reduced survivor benefits.

GOBankingRates · Mar 30

Read news from The Economist, FT, and more,
with one subscription

I’m a Financial Advisor: Here’s When Retirees Should Refinance Their Mortgages in 2026

Financial advisor Lance Morgan explained when retirees should refinance mortgages, including cash flow strategies and the rate exception that changes things.

GOBankingRates · Mar 24

I’m a Financial Advisor: These Are the 5 Questions I Wish New Clients Asked

Financial advisors reveal some key questions on fees, investing philosophy, taxes and retirement planning that they want new clients to ask. Find out more.

GOBankingRates · Mar 22

4 Moves to Shield Your Money Now as Iran Risk Rises, Warns a Financial Advisor

Tensions involving Iran are already pushing up energy and food costs. A financial advisor shares practical steps to protect your budget and investments.

GOBankingRates · Mar 20

5 Wealth-Building Lessons Financial Advisors Wish Everyone Learned Earlier

Advisors share lessons for growing wealth sooner, including tracking spending, investing early, and making financial literacy a family value.

GOBankingRates · Mar 15

I’m a Financial Advisor: The No. 1 Thing Middle-Class Americans Should Do With Their Tax Refund

Some may get a larger tax refund in 2026, but regardless of your refund's size, the question is this: What should you do with it? Read on to find out.

GOBankingRates · Mar 15

5 Age-Based Portfolio Moves Financial Advisors Swear By

Read on as financial advisors share portfolio tips by age, from growth in your 20s and 30s to income, risk management and retirement planning later on.

GOBankingRates · Mar 14

Why Soil Testing Saves Money Over Time

Soil is more than dirt—it’s a secret financial advisor hiding under your feet. A garden or farm may look fine from the surface, but unseen imbalances in nutrients, pH levels, or soil composition can quietly sabotage plants and drain money. Every bag of fertilizer, extra gallon of water, or unnecessary…

Frugal Gardening · Mar 13

Get all your
news in one place.

100's of premium titles.
One news app.

GOBankingRates · Mar 12

I’m a Financial Advisor: 4 Ways To Reduce Taxes Before Retirement Starts

Andrew Latham, financial advisor and director of content at SuperMoney, shared four tips to reduce taxes before you begin your golden years.

GOBankingRates · Mar 12

I’m a Financial Planning Expert: Biggest Dos and Don’ts of Tax Season During Retirement

Financial advisor Hanna Grichanik explained tax season dos and don'ts for retirees including withdrawal planning, RMDs, Social Security taxation and more.

Everybody Loves Your Money · Mar 9

7 Signs Your Financial Advisor Isn’t Working in Your Best Interest

Trust sits at the center of every financial relationship. Money decisions shape retirement timelines, family security, and long-term freedom, so the person guiding those choices holds enormous influence. A great financial advisor acts like a strategist, coach, and accountability partner all at once. A bad one quietly steers the ship…

The Free Financial Advisor · Mar 8

5 Life Events That Should Trigger a Call to Your Financial Advisor

Big life moments often arrive with excitement, chaos, and a hundred decisions demanding attention all at once. New opportunities open doors, relationships evolve, careers shift direction, and suddenly the financial roadmap that worked yesterday no longer fits the road ahead. Many people wait far too long to involve a financial…

Get all your
news in one place.

100's of premium titles.
One news app.

The Free Financial Advisor · Mar 5

The AI Financial Advisor Era: Can You Trust a Bot With Your Savings?

Money has always demanded trust, but now it demands a password. Algorithms manage billions of dollars, build portfolios in seconds, and rebalance investments while most people sleep. Companies turned automated investing into a mainstream option, and some built their own digital advisory platforms to keep up. The pitch sounds irresistible:…

GOBankingRates · Mar 5

I’m a Financial Advisor: These 7 Capital Gains Moves Can Quietly Increase Your Tax Bill

Financial advisors revealed seven capital gains mistakes that quietly increase tax bills. From selling too early to ignoring state taxes, here's what to avoid.

The Free Financial Advisor · Mar 4

6 Questions You’re Avoiding With Your Financial Advisor

Money conversations shape the rest of your life. They influence when work ends, where home feels comfortable, and how confidently the future unfolds. Yet too many meetings with financial advisors drift toward polite updates, glossy charts, and reassuring nods.

Kiplinger · Mar 4

Fee-Only Financial Advice: Do You Really Know What It Means?

How does fee-only financial advice differ from fee-based or commission-based advice? Knowing the difference is a critical step toward receiving unbiased help.

GOBankingRates · Mar 2

This Is the Only Time You Should Sell Your Stocks at a Loss, According to Suze Orman

Have you ever felt emotional whiplash after buying or selling a stock? Financial advisor and podcast host Suze Orman shared one piece of advice on the only time you should sell your stocks at a loss:...

Dinks Finance · Feb 24

Why Your Financial Advisor is Charging You Too Much (The “1% Fee” Trap Exposed)

Most people hire a financial advisor because they want clarity, confidence, and someone who can help them grow their money—not someone quietly siphoning thousands of dollars a year from their retirement. The problem is that the standard “1% fee” sounds harmless, almost like a small service charge. Yet for many…

inkl · Feb 19

From Home Runs to Smart Wins: How Frank Cardia Builds Long-Term Wealth Through Discipline, Transparency, and Patience

Frank Cardia doesn’t chase headlines anymore. The financial advisor who once thrived on the adrenaline of day trading and the pursuit of home run returns has spent nearly three decades learning what most investors figure out too late: that patience pays.

1 2 3 4 5

Coverage From

People

From analysis to the latest developments in health,
read the most diverse news in one place.

Organisations

Read news from The Economist, FT, and more,
with one subscription

Topics

Places

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.