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

Choosing a financial advisor is a big decision. You may be trusting them with your money, your peace of mind, and your ...

Domain Money reports on key Q1 strategies for 2026 financial success, focusing on goal-setting, retirement contributions, and ...

A portfolio with fewer moving parts is easier to oversee and simpler to document in case your loved ones or a financial ...

When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...

We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and more well-known registered investment advisor firms to help connect you with ...

As trillions of dollars are transferred between generations those set to inherit much of it are showing the weakest financial footing, warns a new report. Millennials and Gen Zs are expected to see ...

Automated financial planning with the help of artificial intelligence may pose a significant disruption to existing players in the market, and a new startup is leading the way. Processing Content ...

Our Personal Financial Planning program has been approved by the Certified Financial Planner (CFP) Board of Standards and fulfills the Education requirements for the CFP Certification Exam. Students ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, ...

A real estate agent's job is intense. As CEO of a financial advisory firm that has specialized in helping real estate agents of all types over the years (e.g., ranchers, luxury specialists, industry ...

The CFP Board says that 2025 ended with another record number of certified planners, but only 24% were women and just 10% were racially or ethnically diverse.