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 ...

Misconceptions about cost are keeping millions who need it most from seeking financial advice.

From budgeting and saving to investing and protecting loved ones, here’s how to build a long-term financial plan for your family Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is ...

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 ...

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 ...

You cannot structure real financial goals until you answer one question: “What future life am I actually trying to create?” ...

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

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 ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation ...