First-of-its-kind analysis of conversational metadata uncovers how sentiment, advisor emotional intelligence and communication dynamics directly shape client behavior and financial outcomes Jump, the ...

Money can’t buy happiness directly, but it seems like paying a financial advisor sure can help. A new survey found people with more than $1.2 million in household assets report higher levels of ...

Unbiased said an increase in AI-generated leads led to £52bn in global assets under management opportunities in 2025.

For decades, Americans were given the same advice about money: Find a good financial adviser. Trust the person, not just the process. That model worked when markets were simpler, tax laws changed more ...

Generative artificial intelligence tools, like ChatGPT or Gemini, can be a valuable tool for clients and advisors, especially when it comes to summarizing information or modeling financial scenarios, ...

“Many families want help reaching their financial goals but sell themselves short due to misconceptions that financial guidance costs too much or is only meant for those with more money,” Glenn ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.

Now in its seventh year, CNBC's Financial Advisor 100 list recognizes the best financial advisors and top firms. For 2025, CNBC's top-ranked firm is Parsons Capital Management, based in Providence, ...

Learn when it’s the right time to switch financial advisors, how to choose a better match and what steps make the transition seamless Written By Written by Staff Money Writer, WSJ | Buy Side Molly ...

There has never been an easier time to be a do-it-yourself investor, thanks to the host of technological aids such as financial calculators, budgeting and investing apps, and robo advisers. But ...

Understand what fiduciary duty entails and why it matters when selecting the right expert to manage your money Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...