CNBC Select spotlights some picks for AI-powered finance apps, what they can do, and when you still need a human financial planner.

We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and more well-known registered investment advisor firms to help connect you with ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. When it comes to managing money, most people have the best intentions—but ...

A portfolio with fewer moving parts is easier to oversee and simpler to document in case your loved ones or a financial ...

Domain Money reports on key Q1 strategies for 2026 financial success, focusing on goal-setting, retirement contributions, and ...

Financial planning serves as the foundation of every long-term money decision clients make. It brings together their financial situation, goals, and the steps needed to move toward a more secure ...

Aggregation involves combining all futures positions owned by a trader or consolidating client data by financial advisors, enhancing financial clarity and planning.

Too often, financial advice begins with products rather than people. Advisors start by discussing portfolios, insurance policies, or tax strategies, each addressing a specific need but failing to ...

Automated financial planning with the help of artificial intelligence may pose a significant disruption to existing players in the market, and a new startup is leading the way. Processing Content ...

Alphabet, the parent company of tech giant Google, is set to make a groundbreaking investment in the realm of artificial ...

Nvidia Corporation (NASDAQ:NVDA) is facing reported internal pushback on its ambitious $100 billion investment plan in OpenAI ...