How much money do you have in retirement accounts? What about your brokerage? If you can't answer questions like these, it's time to do an account audit.

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best con

CNBC Select spotlights some picks for AI-powered finance apps, what they can do, and when you still need a human financial planner.

The company’s results got a boost thanks to lower expenses and a surge in fee-based revenue.

Five benchmarks can help you determine how well you're progressing toward financial goals. Here's what you need to measure to evaluate success.

NEW YORK CITY, NY / ACCESS Newswire / February 3, 2026 / The concept of financial stability, long defined by steady employment and predictable expenses, increasingly appears mismatched to contemporary economic reality.

A portfolio with fewer moving parts is easier to oversee and simpler to document in case your loved ones or a financial advisor needs to take the wheel. Moreover, Morningstar research indicates that investors tend to do a better job buying and holding broadly diversified investments than they do ones that are more focused.

Choosing a financial advisor is a big decision. You may be trusting them with your money, your peace of mind, and your financial future. If you know what to look for, though, you can find an advisor who understands your needs and helps you achieve your goals -- for a fair price.

Discover how Gen Z navigates financial independence with savvy investments and savings, while still facing challenges in financial literacy and risk management.

Forbes contributors publish independent expert analyses and insights. Liz is a Fee-Only CFP Financial Planner, Author & FinLit Advocate. Social media is everywhere and covers everything. People use social media for connecting, shopping, content ...

Test your knowledge of credit cards, buying a home, saving for college or retirement and other things that affect your wallet.

Learn what financial instruments are, explore major types and asset classes, and understand how they work in investing, trading, and portfolio construction.