Advisor News

Americans’ low level of financial literacy makes a compelling case for advisors to help clients enhance their level of financial knowledge.

Tariffs have radically altered Morningstar’s second-quarter U.S. economic outlook as the organization’s chief U.S. economist said President Donald Trump’s proposed tariffs have pushed projected gross domestic product down, pushed projected inflation rates up and increased the risk of a recession to 40%.

Even though women are controlling more wealth than ever before, they face a number of challenges and they need a financial professional’s help.

With many consumers having embraced AI themselves, how do they feel about financial advisors using the technology. One expert weighs in.

Inflation is persisting, interest rates are still high and economic uncertainty is all around. Consumers need their advisors to help them navigate this terrain.

With additional tariffs recently announced by President Trump, Americans are increasingly worried about high inflation, a new study finds.

Market volatility can affect investors in a variety of ways, depending on their financial situation and where they are in their financial life cycle.

With more than half of financial advisors finding acquisition of new clients a challenge, what do they need to know to grow their practice?

While inflation once again topped the list of concerns among insurers, a Goldman Sachs survey found other top concerns.

While more than 4 in 10 Americans named inflation as a major financial concern, the U.S. political environment was their top economic worry.

A financial advisor’s lifetime relationship with a 55-year-old client can be highly valuable. But what is the average worth in dollars and cents?

A leaner government, less regulation and lower taxes, combined with U.S. leadership in semiconductors and software for Artificial Intelligence, were expected to spark more innovation and investment. In 2016, Mr. Trump inherited an economy that had grown only an average of 1.9% annually during the Bush and Obama presidencies and unemployment at 4.7%.

Tariffs and fear over uncertainty are driving market volatility, a panel of experts said.

High-profile social media stars and former business partners Grant Cardone and Gary Brecka agreed to mediation to address a federal lawsuit filed by Cardone Ventures.

A Jackson National Life’s study has revealed a gap between individual’s perceptions of retirement costs and their financial preparedness.

A recent survey reveals consumers’ continuing struggles with high inflation are having a “large impact” on their finances.

The  CFP Board has published a guide to assist professionals in using generative artificial intelligence (AI) in their professional services.