Financial services firms tanked after the launch of a new AI-powered tax planning tool that promises to do the work "within minutes." ...

LPL Financial, along with the rest of the brokerage sector, sold off sharply last week on AI disruption concerns. Check out why LPLA stock is a buy.

Oasis Group CEO John O'Connell had just used AI to run an analysis meant to help hypothetical clients decide if they should sell their stock in the software giant Oracle. But the founder of the large ...

Amid growing fears of a stock-market bubble and correction, financial advisors are factoring in ways to shield stock-option planning from the impact. Widespread fears about a stock-price bubble ...

Quotient Wealth Partners' co-CEO speaks out on his RIA firm's pivot into private equity comp planning, how investments by Schwab and Morgan Stanley mark a turning point, and why advisors diving in ...

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

Dow edges higher to another record; retail sales unexpectedly flatline ...

Choosing a financial advisor is an important decision that can impact everything from retirement timing to feeling better ...