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Key questions to ask before hiring a financial advisor: fees, fiduciary duty, planning process, risk approach, services, and how progress is measured.

Most of what's written about AI in wealth management is either promotional or vague. Firms announce that they're using it without saying where, and the implication left hanging is that the technology produces better investment results....

Estate planning for families is often imagined as a problem for people with private foundations and complicated trusts. In practice it answers three fairly ordinary questions. If something happens to you, who makes the decisions, who...