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

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

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

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 ...

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 ...

How well does your financial plan match your deepest dreams, possibilities and authentic goals? Typical financial planning often involves a mechanical process: collecting historical data, analyzing ...

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

A recent surge in U.S. job lay-offs – from technology to transportation, healthcare to media – is causing many workers to ...

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

Financial planning is not just a numbers game: Today’s most effective financial advisors recognize that success with clients could lie at the intersection of emotional intelligence, often called EQ, ...

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 ...

Inheriting money can be overwhelming. A financial expert explains when to wait, how to plan, and smart first steps to protect ...