CNBC Select spotlights some picks for AI-powered finance apps, what they can do, and when you still need a human financial planner.

Retirement marks an exciting new chapter in life, filled with possibilities for relaxation, exploration, and time with loved ones. But alongside these opportunities comes the need for careful ...

Whether planning for retirement, building savings, or managing uncertainty in the markets, many people find themselves asking similar financial questions. Adam Kearns, founder of AK Wealth Management, ...

Equip yourself with the right questions to evaluate financial advisors and make informed decisions about your financial future Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...

Make sure you understand what fees you’ll be charged. Are you ahead, or behind on ...

When Chico Marx in the movie “Duck Soup” said, “Who ya gonna believe, me or your own eyes?” he landed on the quintessential issue facing anyone trying to choose who should help them with their ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor ...

In fact, financial planning questions now have a greater emphasis on the CPA exam than ever before. I find that encouraging. But if you think true financial planning is all about investments and ...

When discussing unretirement, advisers need to understand their clients’ motivations. According to a recent study, people who unretire list several factors that lead to this decision, the most ...

In a Q&A interview, Christine Brown explained her plans for the role leading a team of a half dozen specialists assisting ...

Advisors can maintain professional certifications while keeping up to date on important issues in tax planning, compliance and more.