3 Ways AI Is Helping Financial Advisors Find and Win Over New Clients

Across the wealth management industry, firms are using artificial intelligence to consume and analyze demographic and ...

‘I’m struggling.’ I want to find a financial adviser but how do I do it right? Why is this so hard?

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn ...

Commission vs. Fee-Based Financial Advisor: Which Is Best?

Which Is Best?

I’m a Financial Advisor: The 5 Best Places To Invest Your Cash When Interest Rates Fall

The Federal Reserve's long-awaited interest rate cut finally arrived in September, when the central bank lowered its ...

This is the No. 1 robo-adviser right now

We reviewed “best robo-adviser” reviews from 8 financial sites to find the best robo-advisers for October 2025 ...

Financial Advisors: 4 Top Money Habits To Start This Fall for a Wealthy New Year

GOBankingRates spoke with a financial advisor to find out which money habits people should start now to get wealthier in the ...
The Financial Express

OpenAI pulls back: ChatGPT will no longer give medical, legal, or financial advice over liability fears

OpenAI redefines ChatGPT as 'educational tool,' restricting specific medical, legal, and financial advice amid liability fears ...

Here Are the Books Financial Advisors Say Will Change Your Life

Financial advisors name seminal books they recommend to help clients and colleagues do everything from conquering negative ...
MarketWatch

‘I finally had it.’ I’m 80 and my financial adviser had me in REITs. I took a $97K haircut on one of them. After that I switched advisers, but I’m stuck with the REITs ...

Question: “I am 80 years old and feel my financial adviser was not acting in my best interest. He bought a series of REITs for my IRA account. He sold some back within 24 months but kept 2 others, ...