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  2. How to find a trusted retirement advisor: Factors to consider ...

    www.aol.com/finance/how-to-find-a-retirement...

    Yes, you can often get free financial advice from the company that manages your 401(k), your retirement accounts or even a robo-advisor service. However, free advice can be limited and may not ...

  3. Financial advisor’s advice: How to approach finances ... - AOL

    www.aol.com/finance/financial-advisor-advice...

    Financial advice from a financial planner. Genkin has helped dozens of couples with their finances at her firm. And as a certified divorce financial analyst, she’s also seen what happens when ...

  4. How to talk with your partner about money: Financial coaches ...

    www.aol.com/finance/talk-partner-money-financial...

    A certified financial planner (CFP): CFPs provide comprehensive financial planning advice and hold certifications from the CFP Board. Unlike other financial professionals, CFPs are always bound by ...

  5. Can AI replace financial advisors? Experts warn against using ...

    www.aol.com/finance/ai-replace-financial...

    In Lo’s recent research paper on using generative AI for financial advice, he cites an example where ChatGPT 3.5 made up the author names for a paper it used to back up its responses. While this ...

  6. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice.

  7. The Index Card - Wikipedia

    en.wikipedia.org/wiki/The_Index_Card

    The original image of the index card, posted to Pollack's blog. In April 2013, Pollack interviewed Olen about her book Pound Foolish, and metaphorically mentioned "that the best [financial] advice for most people would fit on an index card.” [1] [2] Pollack further said, "if you're paying someone for advice, almost by definition, you're probably getting the wrong advice because the correct ...

  8. New fee structures are making financial advice more ... - AOL

    www.aol.com/finance/fee-structures-making...

    Monthly subscription plans offer ongoing financial advice for a recurring monthly fee, making services more accessible and encouraging regular client engagement. Retainer fees are fixed, typically ...

  9. Financial planner - Wikipedia

    en.wikipedia.org/wiki/Financial_planner

    A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning.

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