‘AI is a tool, not an authority’: Relying on AI for financial advice? Key risks investors should know
The use of AI for financial guidance has risen sharply in recent years. In the United Kingdom, around…
Here’s My Investment Philosophy. What’s Yours?
An email from a reader got me thinking about my investment philosophy. “Often, financial authors, advisors, and experts…
From Fund Friction to Bankable Investment Access: Sean Green on Kyros Capital’s AMC Platform
As private banks, multi-family offices, fund managers and investment platforms look for faster, more cost-efficient ways to bring…
CNBC Elite Advisors: UHNW wealth management list 2026
Wera Rodsawang | Moment | Getty Images The richest U.S. households have financial needs different from those of…
Are You ’Mass Affluent’ Not ‘Truly Rich’? Sorry, Your Wealth Manager Might Be AI Now
Wealth managers may be ghosting their normie clients and automating the services they currently count on, according to…
Young Americans are using an investing method that allows them to save for retirement without extreme restrictions.
There’s little doubt that Generation Z and Millennials view life experiences very differently from their Gen X and…
The Retirement Portfolio Experts Say Works Best After Age 50
Retirement planning tends to follow a simple formula: save consistently, invest for growth and let time do the…
Dave Ramsey Tells Couple Supporting 84-Year-Old Father-in-Law With $33,000 of Debt: ‘It Won’t End Until You End It’
© AntonioGuillem / Getty Images A couple called The Ramsey Show and explained that their 84-year-old father-in-law lost…
Widow Says Remarrying Would Mean Losing A $4,600 A Month Fire Department Pension. Dave Ramsey Says That’s The Equivalent Of A $500K Investment
A Tennessee widow is facing a decision that blends love, money and long-term financial security. At 69 years…
Micro-Retirement vs. Money Fire: How Gen Z Workers Pull Off Unpaid Sabbaticals
The platitude “kids just don’t want to work these days” is usually invoked with hard-to-miss side-eye. If you’ve…
66-Year-Old Millionaire From Washington Discovers One Wrong Choice Would Cut His Social Security Income In Half
© Canva | LSOphoto from Getty Images and NoDerog from Getty Images Signature Scott from Bellingham, Washington wrote…
Edward Jones advisor: Gen-Z doesn’t want an office happy hour. They want financial security
Gen Z is among the most financially anxious and financially proactive generations. They hold “admin nights” to check things off their to-do…