While previous generations made money just to create a fat bottom line, Gen Z appears driven to create balanced lives. As ...

Financial advisors name seminal books they recommend to help clients and colleagues do everything from conquering negative ...

A new survey suggests that young consumers who use social media to learn about complex financial topics may be savvy enough to understand the pitfalls. According to the survey by WallStreetZen, 76% of ...

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 ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

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, ...

The old saws about penny-pinching young adults relying on ramen and roommates (and sometimes relatives) to make ends meet are clichés for a reason: It’s always been challenging to make an entry-level ...

Emma Jackson didn't have much money growing up — but that didn't stop her from buying her first home at age 25 and saving enough to pay off the mortgage two years later. The British blogger told ...

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 ...

Andrew Kessel was a breaking news writer for Investopedia until October 2025. He previously covered markets for Proactive Investors, with a focus on small-cap stocks in fintech, healthcare, mining, ...

LONDON, Sept 15 (Reuters) - HPS Investment Partners is weighing a sale of British financial advice platform Nucleus Financial Platforms, four people familiar with the matter told Reuters. Sign up here ...