Financial advisors are many things, but an oracle is not one of them. The quality of the advice you get from them depends on your transparency and the quality of information you provide them. This ...

Amid inflation, high interest rates and an uncertain market, people are becoming increasingly concerned about their finances. If you’re a financial advisor, your clients may be asking you some ...

Atlanta: “Matt, your firm does all of this research on both the affluent and advisors, what does the future hold for us?” asked James during the Q & A following my presentation. As I explained to ...

Have an issue with your financial adviser or looking for a new one? Email questions of concerns to [email protected].

Hiring a financial adviser is a key way to manage your retirement nest egg with less stress. Many people get overwhelmed when tackling retirement planning. Even those with big paychecks and a Wall ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Andy Smith is a Certified Financial Planner ...

2025 is set up to be an interesting year for financial markets. Equities have had a stellar 2-year run, Trump 2.0 commences, global central banks are cutting interest rates, and the U.S. economy ...

In a new episode of the Financial Planning Podcast, the founder of an RIA-serving startup explains how financial advisors’ practices have changed during the COVID-19 pandemic. Michelle Wong launched ...

Financial management involves planning, organizing and controlling an organization’s financial activities. Effective financial management helps businesses achieve their goals, optimize profits and ...