Robo-advisors haven’t replaced traditional advisors as many expected when they emerged in the early 2010s. Instead, they have widened the availability of advice and influenced how all firms serve ...

A new Investor Brand Builder report from data analytics and advisory firm Escalent found that trust in and engagement with financial advisors has reached a new high among affluent investors—those with ...

You’re up in the middle of the night with a burning question about your financial future. Maybe you’ve got to make a decision about the best kind of savings account for you. Perhaps you’re eager to ...

Forbes contributors publish independent expert analyses and insights. Cicely Jones simplifies financial concepts for young professionals. A colleague of mine once wanted to host a debate between a ...

Robo-advisors are platforms that use algorithms to automate investments on behalf of clients. These platforms make it easy for investors to “do the right things” automatically. And because the advice ...

Roughly a decade ago, the catchphrase at nearly any wealth management conference was "robo advisor," and the question everyone was asking was whether it would replace the human advisor. Processing ...

Nobody knows everything. You might be a skilled pilot, a celebrated teacher, or the first plumber on half your city's speed dial … and still not know the first thing about investing. But your ...

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Brittany Brown is a full-time copywriter writing covering real estate and personal finance topics like budgeting, investing, credit cards, and more. She is currently working to become an accredited ...