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 ...

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, ...

Discover Top Financial Advisors in the U.S.

Are You Losing Money Without Realizing It? Managing money effectively is no small feat. According to the National Financial Education Council, a lack of financial knowledge costs the average American ...

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, ...

Here Are the Books Financial Advisors Say Will Change Your Life

Financial advisors name seminal books they recommend to help clients and colleagues do everything from conquering negative ...

I’m a Financial Advisor: The 5 Best Places To Invest Your Cash When Interest Rates Fall

The Federal Reserve's long-awaited interest rate cut finally arrived in September, when the central bank lowered its ...
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, ...