Smart beta is growing quickly, with investors adding $10 billion to smart beta mutual funds and ETFs in the last 12 months. » Read More
In its latest spate of disciplinary actions, FINRA sanctioned brokers for penny stock trades and client churn, among other violations.
Most Americans don't have a will, but drawing one up is vital to avoid intestacy, ensure your legacy and protect minor children.
It's natural to turn to the internet for free retirement-planning tools, but finding a good one may not be as clear-cut as you think.
Just won the Powerball drawing? What now? Here are 10 tongue-in-cheek suggestions for what to do after meeting with a financial planner.
Trying to budget your wealth to get through retirement? A financial plan before and in retirement is an important tool for all investors.
Studies find age and credit score good indicators as to how taxpayers view annual tax refunds, as well as how wisely they'll spend them.
If you're saving for retirement with one of the leading brokerage firms, you're probably losing retirement income to hidden fees.
WalletHub.com ranked the 50 states and District of Columbia on their residents' financial savviness. A look at the top and bottom five.
How Americans envision retirement has changed, evolving from a permanent vacation to an active stage of life that still includes some work.
A look at four strategic uses of home-equity wealth that can allow the aging baby boomer generation to retire in place at home.
It's important for DIY investors to not lock into one way of viewing the market, be it bullish, bearish or somewhere in the middle.
Make sure you're up on credits you may be able to claim. It could make a serious dent in your tax burden or even result in a tax return.
Filing a last-minute 2015 tax return? Here are 10 tax credits to claim, covering child care, education and health expenses and more.
Despite a bad picture for corporate earnings, stock indexes are rallying near all-time highs. Investors should brace for more weak results.
Many people using a financial advisor do not know whether they are a broker or investment advisor or what services must be provided.
A credit rating affects more than just loans and credit cards. It impacts whether you can rent a home, buy insurance or get that new job.
Unexpected events during retirement could wreak havoc on even the most well-crafted financial plan. What to watch out for.
Understanding credit reports can make all the difference to financial fitness. Here is a look at six things everyone should know about them.
New retirees with a lot of free time often quickly find that spending can get out of control. Here are 10 ways to help rein in costs.
Saving for retirement via a 401(k) might not be perfect, but for many it is the only option. Here are 5 ways you can maximize its growth.
CNBC's Sharon Epperson interviews portfolio managers John Maloney, David Pearl and Nick Galluccio about energy stocks.
Smart beta is one of the fastest growing investment strategies, as inflows hit $10 billion in the last 12 months.
Many Americans come to regret how they spend their tax refund each year. CNBC weighs in on how best to divvy it up.
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.