Three things ordinary investors should know before seeking financial advice from a human being — or a machine.

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

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

Of course, some AI may be used to automate certain aspects of client portfolios, but financial advisers tell us that often ...

Do you need help managing your money? If you’re like many Americans, you might need a hand. According to the National Financial Education Council*, a lack of personal finance knowledge costs the ...

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

Financial advisor costs are about 1% per year, or $2,500-$9,200 for an annual retainer. Hourly rates run $200-$400, and one-time plans often are close to $3,000.

Financial advisors share the strategic splurges that boosted their wealth — from investing in health and travel to spending ...