Recency bias, the tendency to think trends recently observed will continue, can lead investors to make poor decisions on long-term goals. » Read More
Many financial advisors claim to offer 'customized' portfolio services, but most don't have the resources to truly deliver on the promise.
No one likes to ponder their own demise, but there's no excuse for not having a current estate plan to ease the way for heirs and caregivers.
Financial advisors, slow to use automated wealth management technology for client benefit, risk losing important millennial mind share.
Washington wants to expand the definition of a fiduciary to include a wider range of financial services providers, sparking debate.
Stock buybacks have been great to investors, but there comes a time to focus on companies spending money on R&D, and that time is now.
Much is written about women lagging in financial know-how, but many professional women get a lot right when it comes to their finances.
People are living longer and staying in the workforce well beyond age 65, forcing advisors to come up with a new retirement-planning model.
As the younger, digital set creates families with greater financial complexity, will they still trust a robot to manage their money?
Constant rumors of rising rates has left many investors complacent about very real warning signs that the bond market is getting riskier.
For financially stressed Gen Xers, advisor Tim Maurer offers four maxims to help 30- and 40-somethings find security and happiness.
Contrary to negative stereotypes, millennials are a caring, savvy generation to which advisors would be wise to tailor marketing efforts.
Many people insure belongings but neglect to protect against a loss of their greatest asset—income—with disability insurance coverage.
Teaching children responsible financial habits takes a lot of planning and a little bit of faith but leads to great rewards for all.
Millennial women are more educated, wealthy and independent than their elders, so advisors would be wise to roll out the red carpet.
Traditional advisory firms that use robo-advisor technology offer the best option for investors in reaching long-term financial goals.
A new law now allows workers to invest 401(k) funds in pension plans, but savvy investors may want to steer clear of the new scheme.
The Columbus Blue Jackets player filed for bankruptcy in October after his parents poorly managed his assets for four years.
Is the 4.5% rule ironclad? Of course not; it's just a starting point. But it has helped many retirees protect their income streams.
As geopolitical and economic crises threaten to roil markets, now might be the time to devise a plan to handle any potential market selloff.
Many investors believe adhering to the so-called 4 percent rule will guarantee retirement income, but that's not necessarily true anymore.
Get the best of CNBC in your inbox
The day you stop working will be here before you know it, making preparation now key to enjoying your golden years.
A look at how leading portfolio managers and institutional investors build investment plans to meet clients’ goals.
Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.
Advisors ponder the threat fintech poses to the industry — and their jobs.
The most important investing choice is asset allocation, which explains more than 90 percent of investment variability.
Investors love big dividends, but some companies lack the earnings to afford it. How to pinpoint cash problems.