As AI-powered tools to manage personal finances grow ever-more popular, experts warn that they are not yet reliable enough to handle your investment decisions.

When hiring a financial adviser, ask these 10 questions to help you find the right person to manage your nest egg. After all, ...

Founded in 1993, The Motley Fool is a financial services company dedicated to making the world smarter, happier, and richer. The Motley Fool reaches millions of people every month through our premium ...

Quinn's technology could open personalized financial planning to clients who long weren't on advisors' radar screens.

The future of finance lies not in choosing between human advisors and AI but in harmonizing the strengths of both to deliver ...

How Gen Z Is replacing search with an army of personal AI assistants When a viral Reddit post revealed that ChatGPT cured a ...

Investors at Goldman Sachs and Citigroup are getting behind a Canadian start-up that sells financial-planning software to banks and wealth management firms including Morgan Stanley and Raymond James, ...

Financial advisors who deploy emotional intelligence (EI) to meet clients’ emotional and financial needs are more likely to inspire loyalty and generate referrals, according to research ...

RGA Investment Advisors, an investment management company, released its first quarter 2025 investor letter. The letter discussed President Trump’s trade policy, focusing on enduring themes and ...

Ed Note: The Robots Are Coming is a multi-part series by Scott Winters that explores how artificial intelligence is reshaping the role of financial advisors. From humanoid avatars to intelligent ...

A new AI tool will be able to automatically review investment strategies for advisers and wealth managers. Allfunds has launched a new version of its tool Nextportfolio, with four new additions ...