More than half of people use AI as ‘financial adviser’
More than half of all adults in Britain are using ChatGPT and other artificial intelligence platforms to make financial decisions, according to a study that reveals how quickly AI has…
Social Security Wisdom From an Adviser Who Receives Benefits
Social Security remains a significant source of income for many retirees, and yet, I’m reminded regularly just how little most people understand about the benefits they have coming to them.…
Petaluma financial adviser accused of $3 million ‘cherry-picking’ scheme
James Burleson allocated profitable trades to himself and unprofitable ones to his clients, according to a complaint filed by the SEC. Federal authorities have charged a Petaluma financial adviser with…
How to find a financial adviser if you’re not rich
Far too many people are embarrassed to seek out a professional financial advisor because they do not believe they have enough assets. Far too many people are embarrassed to seek…