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.
Global Atlantic Financial Group  today released results from its 2025 Retirement Outlook Survey, revealing mounting anxiety among investors surveyed around retirement security.
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.
CFP Board announced the launch of Accelerate & WIN, a comprehensive program designed to accelerate the growth, influence and leadership of female CFP professionals.
After approving a 4.5 cent tax increase, the Strasburg Town Council tied up some final loose ends Monday night on health insurance costs, employee compensation and increases to business and trash fees. For employees, this decision means a monthly increase ranging from $5.54 to $18.46 per pay period, depending on their plan. It is a whole lot more than $18, "council…
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.
When I was growing up, I was taught that only lazy people asked for "handouts" from the government in hard times. But I've learned public assistance isn't a handout at all— it's a service our tax dollars pay for. We purchase these promises in good times so we have something for rainy days.
With key Tax Cuts and Jobs Act provisions set to expire on December 31, 2025, the vast majority of Certified Financial Planner professionals warn of major risks to their clients’ financial goals, according to CFP Board’s latest research, the 2025 CFP® Professionals Taxes Survey.
With key Tax Cuts and Jobs Act provisions set to expire on December 31, 2025, the vast majority of CERTIFIED FINANCIAL PLANNER ® professionals warn of major risks to their clients’ financial goals, according to CFP Board’ s latest research, the 2025 CFP ® Professionals Taxes Surve y.. Nearly 9 in 10 CFP ® professionals believe their clients’ financial objectives…
