Venture Visionary Partners thinks that a futuristic Lab—and a little help from AI—can redefine the client-advisor ...

The traditional 60-40 stock and bond portfolio for retirement financial security is dead, says Ric Edelman, but the reason is ...

We consistently see that those who plan for longevity feel more confident about retirement. What are the key drivers of that ...

The research reveals insights into the use and impact of AI in financial planning, with two in three financial planners reporting that their firms are already using AI or planning to adopt it ...

Planning for death, as hard as it may be, is one of the kindest acts you can offer.

The research also shows women are more likely ... compared to 31% of men. Alex Pugh , financial planning expert at Saltus, said:“Women often find themselves at the centre of a complex web ...

Hip-hop mogul Sean "Diddy" Combs rejected a plea deal offer on Thursday. The 55-year-old recording artist is facing federal ...

Experts say making a financial plan and sticking to it is the best ... We also reference original research from other reputable publishers where appropriate. You can learn more about the standards ...

Retirement is one of life’s most significant events. It can be achieved happily and successfully if you understand the ...

"I have always lived by the adage—if you can't pay cash, you can't afford it," a chartered financial analyst told Newsweek.

More Australians need to be able to access professional help with their money, and not just as they enter retirement but ...

Harvard University is putting up $250 million of its own money to continue research efforts amid a federal funding freeze imposed by the Trump administration, but the school’s president warns of ...