The Latest Breaking News from Financial Advisor

Dave Ramsey Calls Out These 5 Money Mistakes — Are You Guilty?

Debt doesn't happen overnight. Dave Ramsey points to several common habits that can make it harder to get ahead financially.

Kiplinger · Jul 23, 2025

5 Ways Trump’s Policies Could Alter Your Financial Advisor’s Advice

Here are five questions answered about the ways your financial advisor's advice could change under Trump.

GOBankingRates · Jul 22, 2025

7 Times People Lost Everything Because of “Trusted” Financial Advisors

We often believe that financial advisors are the gatekeepers of our wealth, working tirelessly to ensure our money grows and remains safe. After all, they’re...

Saving Advice · Jul 21, 2025

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 · Jul 7, 2025

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 · Jul 6, 2025

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 · Jul 6, 2025

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 · Jul 4, 2025

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 · Jun 30, 2025

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 · Jun 26, 2025

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 · Jun 25, 2025