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The Latest Breaking News from Financial Advisor

7 Financial Advisors Under Fire for Elder Manipulation

Financial advisors are often seen as trusted professionals—people who help clients navigate complex decisions about retirement, investments, and estate planning. But for some seniors, that...

Saving Advice

Why Some Financial Advisors Won’t Work With Clients Over 65

For many people nearing or already in retirement, working with a financial advisor can seem like an essential step toward safeguarding their financial future. However, a growing number of older adults are encountering a surprising hurdle: some financial advisors simply refuse to take on clients over the age of 65.…

Clever Dude

Ray Dalio Forecasts 'Big, Painful Disruptions' as US National Debt Set To Swell Over Next Decade

In the wake of President Donald Trump‘s budget bill approval, billionaire and financial advisor Ray Dalio anticipates serious economic repercussions.

Benzinga

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Should They Roll Over A $1M 401(k) To Their Financial Advisor? Suze Orman Warns Against Losing Early Withdrawal Access

Rolling over a $1 million 401(k) to a financial advisor might seem like a smart move — but according to personal finance expert Suze Orman, there are some serious trade-offs to consider first.

Benzinga

Efficiently Inefficient: 28-Year-Old Finance Pro Presents Paradox For An AI-Traded Future

At just 28 years old, financial advisor Luke Lloyd learned some of life's toughest lessons—many of them forged in the blue-collar heart of Martins Ferry, Ohio. Growing up in a town where generations worked “their tails off” in coal mines and steel mills, Lloyd saw firsthand the grit and dedication…

Benzinga

The Investment Rule Ric Edelman Just Threw Out—And What He Replaced It With

Financial advisor Ric Edelman, who once suggested minimal exposure to cryptocurrencies, now says digital assets should make up a much larger portion of investment portfolios.

Benzinga

The Fiduciary Firewall: An Expert's Five-Step Guide to Honest Financial Planning

Armed with education and awareness, you can avoid unethical people in the financial industry by seeking fee-only fiduciaries and sharing your knowledge with others.

Kiplinger

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10 Red Flags Your Financial Advisor Isn’t Looking Out for You

Choosing a financial advisor is a big decision. You trust this person with your money, goals, and future. But not every advisor has your best...

Saving Advice

Wealthy Investors Want Crypto Advice But Doubt Their Advisors' Experience: Report

A growing number of affluent investors are turning to financial advisors for digital asset guidance, but many are skeptical about whether their advisors have sufficient crypto expertise, according to a new study by CoinShares.

Benzinga

6 Financial Advisors Who Stole More Than They Helped You Earn

When you hire a financial advisor, you expect them to help you grow your wealth, not drain it. Yet, history is full of stories where trusted professionals turned out to be anything but trustworthy. These financial advisors didn’t just make bad investments—they actively stole from their clients, sometimes leaving entire…

The Free Financial Advisor

Advice for Financial Advisors—Part II

Advice for Financial Advisors—Part II Written by Barbara Huson I truly believe the best way for women to create wealth is by working with financial...

Saving Advice

Financial Advice and Retirement Confidence: What's Wealth Got to Do With It?

This retirement researcher notes that retirement confidence increases the most for those with access to advice who have a lower total level of savings.

Kiplinger

5 Signs Your Financial Advisor Might Be a Fraud

When it comes to your hard-earned money, trusting the right financial advisor is crucial. The right professional can help you build wealth, plan for retirement, and achieve your financial goals. But what if the person you trust with your finances isn’t who they claim to be? Financial fraud is more…

Clever Dude

11 Retirement Planning Hacks That Sound Illegal (But Aren’t)

Most people think retiring well takes either a six-figure salary, a financial advisor on speed dial, or an early inheritance. But what if the real...

Saving Advice

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The Free Financial Advisor

Are Edward Jones Financial Advisors Legitimate-Here’s What Clients Say

Choosing a financial advisor is a big deal—after all, you’re trusting someone with your hard-earned money and your future goals. If you’ve been searching for guidance, you’ve probably come across Edward Jones financial advisors. But are Edward Jones financial advisors legitimate, and do they really deliver on their promises? With…

Thousandaire

How Much Does $1 Million Dollars Weigh?

Did you know that most of the money in the world is intangible? Most of the money in the world exists only in digital ledgers and/or is created through interest and debt generation. Technically, there is about $80 trillion in the world. Only about $37 trillion is, “tangible,” in the…

Saving Advice

Advice for Financial Advisors

Here’s a question I was recently asked during a podcast. What would you like to tell the financial industry about how, specifically, they can better serve women? Oh...

Fortune

6 moves wealthy investors are making amid the market turmoil, according to their financial advisor

High-net-worth investors are sticking to their long-term plans—while looking for opportunities amid the chaos.

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inkl

How to Attract and Retain High-Value Clients

Financial advisors need high-value clients to expand their business while building an excellent reputation in the industry.

Fortune

In the market for financial advice? Here’s how to understand the difference between a wealth manager and a financial advisor

Wealth managers and financial advisors play similar roles, but the former tends to specialize in advising high-net-worth individuals.

Kiplinger

How to Find a Financial Adviser for Retirement Planning

Finding the right financial adviser for retirement planning can save you time and money. Here's how to avoid sketchy ones and unearth the truly great advisers.

Blogging Away Debt

How to Find a Financial Advisor

When I was talking about my 2025 financial goals, one of the goals I mentioned was hiring a financial advisor. My husband and I had initial consultations with a couple of advisors maybe 2-3 years ago but walked away without hiring anyone. At the time, it felt like we were…

International Business Times

Paul Stanley On What History Teaches Us About Inflation And Market Resilience Even With Rising Tariffs

While inflation has normalized in recent months, large fiscal impulses and the looming specter of trade tariffs could potentially reassert inflationary pressures.

Fortune

ChatGPT vs financial advisors: Which is best for financial advice?

While AI chatbots can provide detailed financial support, their tendency to hallucinate and a lack of guardrails is raising concerns.

Fortune

Make six figures helping others manage money: how to become a financial advisor

A career that can easily earn over $100k, financial advisors are needed more now than ever.

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