Investors who have avoided the market or had a liquidity event have some things in common regarding investing readiness — or lack thereof. » Read More
By: Jeff Magson, executive vice president/client experience officer of 1st Global
When considering a fee structure, advisors should take stock of the overall client experience they provide to all tiers of clientele. » Read More
By: Jim Pavia
Author and life coach Tony Robbins and his colleague Peter Mallouk have some advice for President Trump — about taking advice. » Read More
When setting up a special needs trust for a loved one, it's important to consider costs, type of trust and choice of trustee and caretaker.
Rianka Dorsainvil, president of Your Greatest Contribution, lists the 10 biggest investing errors Gen Y is making today.
Shark Tank's Kevin O'Leary offers a solution for younger investors to have a diversified portfolio with a low investment threshold.
Up to a third of savers have cashed out a retirement plan. Financial advisors share worst-case scenarios they have witnessed.
With many people living 30 years after retiring, ensuring you don't outlive your nest egg requires self-introspection and number-crunching.
Incomplete gift non-grantor trusts can shift tax exposure out of high-tax states to those with no state income tax.
Financial advisors are playing catch-up with technology offerings to attract the 71 percent of millennials who don't use their services.
A 401(k) plan is a wonderful savings vehicle, but many are plagued with huge commissions, high expense ratios and extra, hidden fees.
Certified financial planner Tim Maurer of Buckingham and the BAM Alliance debunks 10 of the most common myths about 401(k) plans.
It's important to research how to pay for potentially high long-term care costs to avoid depleting your retirement funds.
Having a plan to determine giving throughout the year can help avoid headaches at year-end and maximize the impact of donations.
With baby boomers warming to reverse mortgages, regulators are debuting rules that shore up the government-backed loan program.
Advisors seeking safety set sights on liquid alternatives funds, an emerging investing category in the $300 billion alternatives space.
Given high health costs in retirement, some workers are better off saving via workplace health savings accounts rather than 401(k) plans.
ETFs have become a linchpin for advisors, with many relying almost entirely on them when putting together client portfolios.
Special-needs trusts in estate plans help parents pass on assets to a disabled child without jeopardizing government benefits.
Get the best of CNBC in your inbox
A look at 50 private companies set to reshape the business landscape.
Take an in-depth look at the world of modern medicine - examining the treatments, companies and people making a difference in the way we treat illness and injuries today, and laying the foundation for the medical treatments of tomorrow.
A look at how leading portfolio managers and institutional investors build investment plans to meet clients’ goals.
Here are nine easy ways to help keep your financial data out of the hands of cybercriminals.
Even if you've never saved, your 50s offer opportunities you should seize to begin preparing for your golden years.
Investors who have avoided the market may have some commonalities regarding investing readiness — or lack thereof.