As advisor practices evolve beyond investments, more are taking on the task of end-of-life decisions for clients, using new technology.» Read More
As Americans live longer and amass debt well into retirement, more heirs find themselves having to untangle outstanding credit obligations.
With same-sex marriage legal in all 50 states, LGBT couples should look at financial issues such as estate planning and employer benefits.
New research shows that while few consumers are using robo-advisors, many are interested in online automated investment advisory services.
One-third of rich families' heirs are at risk, according to a CNBC survey, because they do not have a financial advisor–crafted estate plan.
These 10 wealthy well-knowns have amassed world-famous fortunes but expect their children to make their own ways in the world.
The Supreme Court legalized same-sex marriage, but gay couples still have a host of financial issues, new and old, to consider.
FINRA took disciplinary actions against several financial services firms and individuals in June 2015. See who made the list.
Fee-only vs. fee-based, hybrid vs. dually registered. CNBC makes sense of confusing financial advisor professional designations.
Older workers pondering a midlife career change should ask themselves some serious questions before giving up that existing paycheck.
A good dose of volatility gives advisors a chance to prove their worth by providing nervous investors a number of planning alternatives.
Sharon Epperson discusses financial advisor pay and fiduciary vs. suitability standards with three CNBC Financial Advisor Council members.
Self-employed people pondering eventual retirement have lots of savings options—but they'll be planning largely on their own.
Due to longer lives and higher health costs, more boomers are earmarking their estates for their own use rather than willing them to heirs.
A new study shows more financial advisors are getting on the passive-investing bandwagon, favoring ETFs over mutual fund investments.
Federal officials just identified four cancer charities as scams. Financial advisors say it's important to vet charities before you donate.
Mind maps are transforming the way advisors communicate with clients, resulting in significant time savings and increased revenue.
Reverse mortgages can help turn home equity into needed cash but carries risks, depending on homeowners' health and financial stability.
The Financial Industry Regulatory Authority disciplined several financial services firms and individuals in May 2015.
Common mistakes many Americans make in retirement planning include pulling money out of bear markets and not spending wisely once retired.
Classic retirement calculators don't factor in important variables such as spousal Social Security and where investors plan to retire.
Many put off retirement planning or think it's too late, but investors at any age can take steps to secure their futures.
As advisor practices evolve beyond investments, more are taking on the tricky task of end-of-life decisions for clients.
Many advisors steer clients to municipal bonds as safe, tax-smart investments, but they can carry some unforeseen risks.