Here are the top five answers, along with what advisors can do to prevent these situations, according to the survey findings.

Good financial planning addresses underlying beliefs, feelings and unconscious thoughts about money, which shape financial ...

“ 401 (k) administrators also have an obligation to regularly review the funds they’re offering in the plan, so if any funds ...

Discover how financial advisors cater to all income levels, providing expert guidance to secure your financial future at any stage of life.

These top robo-advisors charge low fees but still offer high-quality features, including automated portfolio rebalancing, exposure to a range of asset classes and financial planning tools.

Why do travelers in the U.S. use travel advisors? According to new Expedia TAAP research, their reasons largely boil down to ...

Through February 2025, the average tax refund was $3,182. That's a 6.3% increase from the same period in 2024.

Hiring a financial advisor is supposed to be one of the signs that you have “won at capitalism”, but there is a growing movement of investors and rich people who adamantly advise against hiring a ...

The US president often says "tariff" is his favourite word in the dictionary. Australia is about to feel the effects of Donald Trump's love for the protectionist trade tool.

Unfortunately, this perception persists among many of my fellow financial advisors nationwide. That's a huge mistake. This group, a key driving force in the success of today's economy, should not ...

Solid tech stacks are a must-have for advisors, and that usually starts with the CRM ... “Note-takers were all the rage in 2024, so why aren’t CRM vendors just building those AI capabilities into ...

Nonsteroidal anti-inflammatory drug use was associated with lower dementia risk for long-term users and with elevated risk for short-term and intermediate-term use. HealthDay News — Long-term ...