The Latest Breaking News from Financial Advisor

1 Thing Threatening Your Retirement Security

Many believe they're doing best for retirement by contributing to a 401(k) each year. But financial advisors say one habit is undermining retirement security.

GOBankingRates · Feb 16

I’m a Financial Advisor: 3 Reasons To Avoid an Annuity

Annuities are financial products that give you a steady income stream when you retire. You can contribute to these insurance products with tax-free dollars and then pay taxes when you receive money...

GOBankingRates · Feb 1

I’m a Financial Advisor: 5 Investing Tips To Combat a Frustrating Economy

Eric Kelley, chief investment officer at UMB Bank, cuts through the confusion to offer 5 tips to manage your investments when the economy is challenging.

GOBankingRates · Jan 31

What Questions Should You Ask a Financial Advisor Before Signing On?

As we get older, managing money becomes more complex. Retirement accounts, Social Security, Medicare, estate planning—it’s a lot to juggle. That’s where a good financial...

Saving Advice · Jan 22

8 Key Signs You’re Ready To Retire Early (Even If Your Financial Advisor Disagrees)

Experts say the key isn't having millions but preparing emotionally as well. Here are eight signs you're ready to retire early even if your advisor isn't sure.

GOBankingRates · Jan 20

Most Americans Feel Unprepared for Today’s Economy — Unless They Have a Financial Advisor

Many Americans feel unprepared amid inflation and high rates. But those with a financial advisor feel more prepared. Learn why and how to boost confidence.

GOBankingRates · Jan 20

Financial advisor leaves 'groomed' retirees destitute

A retired couple who fell victim to a financial advisor convicted of stealing more than $1 million from clients say they were "groomed" and "ripped off".

AAP · Jan 19

Financial Advisor Confession: 7 Things I’m Now Required by Law to Tell My Clients (That I Couldn’t Say in 2025).

If you’ve ever wondered what financial advisors really think but could never say out loud, the landscape just changed—and it’s shaking things up in ways you won’t want to ignore. In 2026, new laws have forced advisors to be more transparent than ever before. That means clients are finally hearing…

The Free Financial Advisor · Jan 17

I’m a Financial Advisor: These Are the Money Mistakes To Avoid in 2026

From rushed decisions to missed planning, a financial expert shares six common money mistakes to avoid in 2026 for a calmer, wealthier year.

GOBankingRates · Jan 17

If a Financial Advisor Doesn’t Ask These 5 Questions in Your Consult, Keep Shopping

If your financial advisor doesn’t ask these key questions in your first meeting, it may be time to walk away. Here’s what to listen for.

GOBankingRates · Jan 16