Learn how independent financial advisors operate.

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

Contrary to popular opinion, a financial advisor is not necessarily the right choice for everyone -- with some income ...

A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

Anthony Villis sets out the six structural forces that will reshape private banking and wealth management in 2026 ...

You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S. adults say they’re ...

Samyr Laine, managing partner at venture capital firm Freedom Trail Capital, also pointed to AI’s speed as a benefit. Also, ...

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, ...

ChatGPT can help you learn financial concepts, but it lacks critical thinking. So you should take its retirement advice to a human financial advisor, rather than relying on it alone.

Many people think that a financial adviser and financial planner are the same thing, and speak of them as such — and indeed both do help individuals manage their money in the broadest sense. That said ...

For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.