It is widely cited in the media that households that work with a financial advisor tend to have significantly higher levels of retirement confidence (or more generally financial well-being). For ...

Building deeper customer relationships now depends on how well banks understand and address the financial challenges consumers face. The 2025 U.S. Financial Health and Advice Satisfaction Study offers ...

When it comes to your money, it pays to get advice from trusted experts. The team at Southern Bank helps customers make competent and informed decisions, whether about investments, savings, mortgages ...

From grocery lists to help in creating a website to promote her work as a realtor, Jennifer Allen says she uses ChatGPT for everything. When unexpected hospital bills and time away from work after ...

Artificial intelligence (AI) is making financial advice more widely available. But are some investors taking it too far? For some time, AI has steadily been making more investment decisions for us. So ...

There are many ways to get free financial advice from a variety of sources. It may be possible to see a financial advisor for free or at a reduced cost. For more complex financial planning issues, ...

ChatGPT has taken the world by storm since OpenAI released it to the public in November 2022. Today, people use it for literally everything — from planning their trips around the globe and debugging ...

For finance professionals, balancing the increasing demand for personalized guidance with the efficiency of digital tools and automation presents an interesting challenge. Clients want human insight, ...

ChatGPT can be useful for a wide variety of tasks — including some unexpected uses — but it's definitely not a good idea to rely on it for financial advice. A study published in the Journal of ...

Nicole Fallon-Peek is a freelance journalist who has covered small business, careers and finance for 15 years. She is a small business owner and former managing editor of Business News Daily. Her work ...

It’s the new year and many of us are thinking about resolutions to start 2025 off right. Maybe it’s to get on a better sleep schedule, or maybe it’s to eat healthier. But for a majority of ...

Everyday investors are turning to financial influencers, or ‘fin-fluencers,’ to learn how to manage their finances, but experts say rooting out misinformation is challenging. By Isabella Kwai Isabella ...