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

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

Learn about the overlooked retirement perks a certified financial planner says many people qualify for but rarely claim.

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support ...

Money pros on the personal finance lessons they missed early on ...

As a certified financial planner and someone who edits personal finance content for a living, I’ve seen firsthand how the rise of financial content on social media has transformed how we learn about ...

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

Need help with a comprehensive plan for your financial life? Or are you just looking for someone to manage your investments and other assets? This article covers the professionals who can help with ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor ...

Staying on top of your accounts is important, but compulsively checking your 401 (k) balances isn't healthy. According to ...

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

It might surprise people that my husband and I pay a financial planner, given that I spend a lot of time on financial, tax, and investment planning at work. However, hiring a planner has delivered a ...