The journey to becoming a financial advisor often begins with a bachelor's degree in a field such as finance, economics, accounting, or business. Courses in these fields provide a foundation in ...

Jaclyn Does My Job is now streaming on the WCIA 3+ streaming app. In this episode, ciLiving Host Jaclyn Friedlander talks with John Savarino of Rooted Wealth Advisors to learn about his career. John ...

For all of the transformative capabilities of artificial intelligence (AI), AI chatbots are still in their infancy stage. While applications like ChatGPT provide generic information that can be used ...

The human side of financial planning will only become more important as technology handles the mechanical side.

The new "Advisor Outlook Index" asked financial advisors to share their predictions on markets, retirement conditions, the ...

Personal finance advice on social media platforms like TikTok and Instagram has exploded in recent years as thousands of financial influencers — so-called "finfluencers" — have popped up across the ...