Their parents’ financial adviser for 15 years has a history of bad advice and communication. But mom and dad want to stay with the adviser. What now?

Do they need a new financial planner?

CNBC's Financial Advisor 100: Best financial advisors, top firms for 2026 ranked

CNBC's Financial Advisor 100 ranks the best financial advisors and top firms for 2026. Here's how to pick the best financial planner for you and your family.

Clients are cheating on their financial advisors with AI

A recent survey found that far more people who have an advisor are consulting with artificial intelligence about money than ...

As AI Floods Financial Advice, a 60-Year Columbus Firm Doubles Down on What Cannot Be Automated: Judgment

Financial advice is now instant, algorithmic, and everywhere. It arrives through social feeds, AI summaries, and ...

Five Things I Learned in Hiring a Financial Adviser

I’ve been the family financial decision-maker for a quarter of a century. Handing the reins to somebody else has taught me a ...
Financial Planning

Ask an Advisor: What do you do when a client says 'ChatGPT told me'?

Lately, the advisors vs. AI arms race has fostered both rousing debate and curiosity about where things might go next. As AI ...

I'm a Financial Advisor: 2 Things Retirees Always Regret (and How To Avoid Them)

MoneyLion spoke with two financial advisors about the one thing retirees almost always regret. Here’s what they said and how ...
Insurance Business America

Are financial advisors moving in on your benefits business?

"Advisors are going to be needed in this space because the complexity is going to grow," Tallen told Insurance Business ...