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The Latest Breaking News from Financial Advisor

Should You Switch Advisors Before The New Year Or Wait Until Markets Stabilize?

The year is winding down, your portfolio has taken you on a rollercoaster ride worthy of a theme park, and your financial advisor might feel more like a seatbelt than a co-pilot. The clock is ticking toward the new year, tax season is looming, and whispers of market volatility are…

The Free Financial Advisor

6 Ways Your Financial Advisor Can Help With Your New Year’s Resolutions

Fireworks fade, the calendar flips, and suddenly the year feels wide open with possibility. New Year’s resolutions arrive with big promises: less stress, more freedom, smarter choices, and a future that finally feels under control. Yet by February, many goals quietly stall—not because of laziness, but because ambition without a…

The Free Financial Advisor

Market Frame: 4 Visual Techniques Advisors Use to Explain Risk Better

Risk is a word that can make even the most confident investors break into a cold sweat. It’s abstract, invisible, and impossible to hold—but that doesn’t mean advisors leave it to imagination. Savvy financial advisors have discovered that visuals are the secret sauce to turning vague fear into crystal-clear understanding.

The Free Financial Advisor

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Regulation Sneak: 5 Lesser-Known Rules Quietly Shaping Advisor Strategy

Financial advisors may seem like they operate in a world of charts, portfolios, and client meetings, but lurking behind the scenes are rules that quietly steer their every move. These aren’t the flashy SEC headlines or widely publicized regulations everyone debates—they’re the subtle, almost invisible forces that can change strategy…

The Free Financial Advisor

I’m a Financial Advisor: These 5 Frugal Moves Are a Waste of Time. Do This Instead

Experts reveal how extreme frugality can backfire, from cheap purchases to deal hunting, and share smart strategies to save money without burnout or waste.

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I’m a Financial Advisor: 10 Awesome Things You Can Do for Your Finances in 2026

A financial advisor shares 10 basics things everyone should be doing with their money in order to gain control over their finances.

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8 Best Money And Investing Podcasts

8 Best Money And Investing Podcasts Whether you are driving in traffic, doing the laundry, or walking in the park, listening to a financial literacy...

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Tech-Threat: 5 Ways AI Is Changing What Your Financial Advisor Should Be Doing for You

Money advice used to feel mysterious, guarded, and sometimes intimidating, like it was locked behind mahogany desks and expensive jargon. Now artificial intelligence has kicked the door wide open, changing not just how financial advice is delivered but what you should reasonably expect from the person managing your money.

The Free Financial Advisor

Financial Advisors Judge ChatGPT’s Advice on the Best Uses of Your Money

We asked financial professionals to assess ChatGPT's advice on maxing out your money. They said it didn't go far — or specific — enough with the fundamentals.

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4 Indispensable Resources for Finding Reputable, Local Experts

Finding a trustworthy expert in your area can sometimes feel like searching for a needle in a haystack—except the haystack is full of flashy ads, conflicting reviews, and mysterious websites that seem to promise the world but deliver, well, who knows what. Whether you need a plumber, a financial advisor,…

The Free Financial Advisor

Does Your Advisor Only Get Paid When You Buy Something New From Them?

You’ve been sitting across from your financial advisor, nodding along as they talk about mutual funds, retirement plans, and investment strategies. It all sounds impressive, but there’s a nagging question in the back of your mind: are they truly acting in your best interest, or are they just waiting for…

The Free Financial Advisor

Nearly Three-Quarters of Millionaires Use A Financial Advisor — More Than Twice The Rate of The Average Investor

Millionaires don't manage their money alone. In fact, one of the most common traits among wealthy Americans is that they lean on professional help. Some 74% of American millionaires, defined as having at least $1 million in investable assets, report that they have a financial advisor, according to the Northwestern…

Benzinga

6 Vital Signs Your Advisor Isn’t Putting Your Interests First

Financial relationships become unstable when trust between parties begins to break down. An advisor who no longer serves their client’s best interests becomes hard to detect because they use complex terms while maintaining a professional appearance. People feel something is wrong, but they cannot identify the exact reason. The lack…

The Free Financial Advisor

How Financial Advisors Profit From Confusing Retirement Fees

Retirement planning is one of the most important financial decisions seniors make, yet the fees associated with professional advice are often misunderstood. Financial advisors present...

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The Free Financial Advisor

8 Unusual Financial Fears Advisors Say Are Actually Smart

People conceal their financial difficulties to protect others from learning of their financial condition. The complete assessment of the situation reveals all existing financial problems. Economic patterns create financial problems by leading to unexpected job losses and rising expenses. The unnoticeable problems that others do not see become visible through…

Dinks Finance

5 Signs It’s Time to Hire a Financial Advisor (and How to Pick One)

If you and your partner are juggling multiple accounts, growing incomes, and big dreams, money can start to feel like a second full-time job. It’s easy to assume you should be able to DIY everything because you’re smart, organized, and capable. But there’s a big difference between keeping the lights…

The Free Financial Advisor

7 Strange Questions Financial Advisors Secretly Love to Answer

Financial advisors receive numerous questions from clients, but some questions stand out as being unusual. People ask financial advisors unusual direct questions, which reveal their actual financial thinking patterns. Financial advisors study these situations because they reveal hidden financial problems that people often keep from regular discussions. The assessment questions…

Clever Dude

The 15-Minute Money Audit You Should Do Today

Your bank account is probably a mess right now. You know it. I know it. But here’s the thing—you don’t need a financial advisor or a complicated spreadsheet to fix it. You just need 15 minutes and the guts to look at what’s really going on. A quick money audit…

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FourFourTwo

Manchester City 115 charges case with verdict 'imminent'

It's been almost three years since Manchester City were charged but the long-running saga could soon end, according to the club's former financial advisor

Saving Advice

7 Crucial Questions to Ask Your Financial Advisor Before January 1st

The end of the year is a critical moment for seniors to review their finances. Tax rules, retirement distributions, and investment strategies often change in...

Benzinga

ChatGPTeacher: Two-Thirds of Americans Use AI for Financial Advice

Will artificial intelligence make financial advisors obsolete? It may be too soon to tell, but two-thirds of Americans are already using generative AI for financial advice, according to an Intuit Credit Karma survey released in September.

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Annuities, Bonds, and CDs: How They Compare as Retirement Income Streams

Learn how annuities, bonds and CDs can complement each other to build steady income in retirement, with insights from a financial advisor.

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I’m a Financial Advisor: 5 Investing Tips To Combat a Frustrating Economy

Eric Kelley, chief investment officer at UMB Bank, cuts through the confusion to offer 5 tips to manage your investments when the economy is challenging.

International Business Times

Inside Wealthdoor: How Azer Karimov and Shiksha Anand Are Modernizing Investing

Wealthdoor positions itself not as a financial advisor but as a technology company that powers other institutions.

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4 Traits Millennials Should Look For in a Financial Advisor in 2026

Here are four key traits millennials should look for when selecting a financial advisor in 2026.

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