Financial advisors are playing catch-up with technology offerings to attract the 71 percent of millennials who don't use their services. » Read More
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.
Recency bias, the tendency to think trends recently observed will continue, can lead investors to make poor decisions on long-term goals.
Too many employees hold on to restricted stock units after they vest—and fall into the trap of concentration risk.
Many consider municipal bonds a safe bet, but it's key to understand the different types of munis and the ability of an issuer to pay.
A look at five infamous family financial feuds where notables were either accused of gold digging or suffered scam attempts themselves.
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.
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Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.
With computers in our cars, in our pockets, on our wrists, and on our faces, we have faster, broader access to content than ever before. Host Carl Quintanilla explores this new world in "Binge."
A series of high-profile cyberattacks has created huge economic opportunity as businesses look to fend off future attacks.
Advisors are playing catch-up with tech offerings to attract the 71 percent of millennials who don't use their services.
Lifetime medical care costs $245,000 for a 65-year-old couple, so it's important to factor in health costs when saving.
Before moving into a multigenerational household, you need to iron out the financials around the kitchen table.