Many financial advisors who refer their clients to mortgage brokers do so with little thought as to how a mortgage will suit a financial plan, says Andrew Feindel, senior wealth advisor and portfolio ...

It wasn’t malicious. In fact, those who’d mistaken me for anything other than an advisor were generally embarrassed. Nonetheless, their biases were easy to spot. People make mistakes — snap judgments ...

IBM suspended its advertising on former X, formerly Twitter, after a report from a media watchdog said one of its ads ...

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 ...

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.

Fees paid by clients based on assets managed by advisor Fees paid by clients for advice (not based on assets) Note: The MoneySense Find A Qualified Advisor tool is a paid service for advisors in ...

LAS VEGAS, March 25, 2025 (GLOBE NEWSWIRE) -- AVANT, the nation’s premier Technology Services Distributor (TSD) and the leader in IT decision-making, is redefining the way Trusted Advisors (TAs ...

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 ...

If a 10% correction has you reconsidering your risk tolerance and asset allocation, a chat with an advisor could help. Of late, with the stock market fresh off a 10% correction, the waters have ...

Earlier, Aon plc (AON) announced that Eric Andersen has transitioned from his role as President to serve as a senior advisor to Greg Case, CEO of Aon, through June 2026. The role of president has ...

The best logo maker is an essential design tool for anyone looking to differentiate their brand online. My round-up here offers apps ideal for designers and non-designers who need to help their ...