Discover how annual reviews in financial planning can transform client relationships and ensure advice remains relevant in a ...

Artificial intelligence has gotten sophisticated with respect to financial advice. But it doesn't have a legal obligation to ...

MIT professor Andrew Lo says AI has the financial expertise but no fiduciary duty, leaving it with 'no teeth' as a substitute ...

The key is to consider the source and its incentives, then use what you see as a prompt to do your own research.

What you pay for financial advice is secondary to the true value you receive, which is why the structure of your financial ...

When it comes to how investors prefer to compensate advisors, fee-based arrangements continue to dominate. Thirty-six percent of investors said they would rather pay their provider a percentage fee ...

AI and other technologies can help you manage your financial life. But don't rely exclusively on such tools for money matters.

MILWAUKEE (CBS 58) -- Only 24% of adults have a will, leaving many families vulnerable to legal disputes, financial strain and other challenges, according to financial advisor Tom Neumann of Drake & ...

Instead of cutting back, however, most consumers have responded to this sticker shock with added credit. U.S. households ...

A TIAA Institute and MIT AgeLab survey finds consumers working with advisers are more satisfied with financial advice, underscoring the value and need for greater access to financial professionals.

Financial advisors share tips for how couples can get aligned around money.

Carson Biber, a financial advisor with Drake & Associates, joined us on Thursday, April 9 with information about new tax changes and tips for those who haven't filed yet.Biber ...