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

If you've made a financial plan, congratulations, but have you reviewed it recently? Here are six reasons why your plan needs ...

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

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

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 ...

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 ...

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 ...

Insurance and financial plans go hand in hand. Used together, they can ensure that clients are not only protected in the event of unforeseen circumstances but also positioned for long-term financial ...

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, ...

Women often face unique financial needs. Building financial literacy, confidence with money and independence can help reduce stress and support informed decision-making. With a financial plan in place ...

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