The criticism from the largest brokerages, investment banks and asset managers runs the other way from that of planners who ...

Election results are (mostly) in, and Donald Trump’s resounding victory, combined with Republican control of the Senate and ...

The Fed cut rates in November, but banks are still paying high interest rates on high-yield savings accounts and combo ...

M1 Finance and Wealthfront are two top digital wealth management platforms, but they offer very different services when it ...

Merrill's digital match program is finding client growth by using an algorithm to pair clients and advisors largely based on ...

He specializes in covering insurance, investing, and retirement planning. Before writing full-time, he worked as a financial ...

For years, I’ve worked with Investor Protection Trust to educate consumers about how to avoid bad financial advice. The first ...

Discover key differences between fiduciary advisors brokers, how CFP professionals uphold client-centered standards, and what to verify when choosing an advisor.

When the DOL unveiled the revamped rule roughly a year ago, President Joe Biden took an active part in its rollout, and the agency framed it as part of the administration's broader war on hidden fees.

Insights This couple have different points of view on spending.  A lot of their issues stem from how they were raised.  The ...

Nick Stewart (Ngāi Tahu, Ngāti Huirapa, Ngāti Māmoe, Ngāti Waitaha) is a financial adviser and CEO at Stewart Group, a Hawke’s Bay-based CEFEX & BCorp-certified financial planning and advisory firm.

These are today's mortgage and refinance rates. Even though the Fed cut rates this week, mortgage rates are likely to remain ...