FINRA’s continued focus on account recommendations and rollovers is evident in its 2025 FINRA Annual Regulatory Oversight Report (the Report), ...

Retirement looks different in 2025 than it did even a decade ago. While many retirees live on fixed incomes, they still face ...

Hiring a financial advisor is supposed to be one of the signs that you have “won at capitalism”, but there is a growing movement of investors and rich people who adamantly advise against ...

The administration says it is streamlining the system and going after waste and fraud, but financial advisors say some of their clients are concerned about their benefits. So for this week’s ...

See full bio. These top robo-advisors charge low fees but still offer high-quality features, including automated portfolio rebalancing, exposure to a range of asset classes and financial planning ...

Miranda Marquit, MBA, is a freelance contributor to Newsweek’s personal finance team. She has an M.A. in journalism from Syracuse University and has been writing and podcasting about money since ...

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CLICK HERE FOR THE FULL METHODOLOGY. Data provided by SHOOK® Research, LLC — Data as of 6/30/24. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed ...

Dori Zinn is a personal finance journalist with more than a decade of experience covering credit, debt, investing, budgeting, saving, retirement, college affordability, jobs and careers and more.

You don't need a lot of time, money or knowledge to put your money to work for you in the stock market: Robo-advisors use data and algorithms to automatically invest on your behalf, based on your ...

The opinion of the proxy advisors is crucial as institutional investors—mutual funds, insurers and foreign portfolio investors—rely on these inputs for casting their vote. Domestic and foreign ...

Across the financial services industry, opinions on moving to cloud computing are shifting, according to the 2024 FIS Global Innovation Research. Although concerns linger about the cloud’s ...