Getting financial advice from AI could cost you thousands. Here’s why.

They created 10 scenarios — fictional characters with different ages and life situations seeking investment advice. They sent ...

Financial Advisors Share the Toughest Conversations They Have Had With Clients

Whether it is firing a problem client or helping a family cope with a terminal cancer diagnosis, advisors sometimes have to ...

The Qualities Of An Ethical Financial Advisor: Find A Good Money Manager

To find a "good" financial advisor, interview as you would for any hire and assess them on competency, honesty/ethics, ...

What Is a Fiduciary Financial Advisor?

A fiduciary is someone required to act in your best interest when providing financial advice or managing your assets. Find ...

What 4 Financial Advisors Really Think About Dave Ramsey’s Advice

Financial advisors weigh in on Dave Ramsey's most debated money advice, sharing candid opinions on what works, what doesn't, ...

Charles Schwab’s CEO Is Worried About Prediction Markets. What He Told Thousands of Financial Advisors.

Charles Schwab’s annual conference for registered investment advisors is one of the industry’s largest, and it gives Rick ...
MarketWatch

‘I finally had it.’ I’m 80 and my financial adviser had me in REITs. I took a $97K haircut on one of them. After that I switched advisers, but I’m stuck with the REITs ...

Question: “I am 80 years old and feel my financial adviser was not acting in my best interest. He bought a series of REITs for my IRA account. He sold some back within 24 months but kept 2 others, ...