If you’re approaching retirement or have already stopped working, it may have occurred to you that saving for retirement was the easy part. But once you retire and need to start withdrawing from your ...

If you have more than $100,000 in savings, get some advice from a pro. SmartAsset offers a free service that matches you to a vetted, fiduciary advisor in less than 5 minutes. Do not rely on verbal ...

Building deeper customer relationships now depends on how well banks understand and address the financial challenges consumers face. The 2025 U.S. Financial Health and Advice Satisfaction Study offers ...

Many financial advisers charge based on how much money they manage on your behalf, and 1% of your total assets under management is a pretty standard fee. But psst: If you have over $1 million, a flat ...

A coalition of leading financial planning organizations today asked a House committee to reinstate the tax deduction for financial advice, which was cancelled as part of the Tax Cuts and Jobs Act ...

Like many professions, financial advisory is undergoing profound transformation. A 35-year-old financial advisor today—looking ahead to another 30 years—will need to evolve into a fundamentally ...

When it comes to financial advising, are investors paying advisors for their expertise? This is a trick question. That’s because the answer isn’t “Yes”—it’s “Yes, and…” Investors seek financial ...

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.

Artificial intelligence (AI) is making financial advice more widely available. But are some investors taking it too far? For some time, AI has steadily been making more investment decisions for us. So ...