Socially responsible investing has caught on broadly and now accounts for nearly one-fifth of the money under professional management.» Read More
Financial advisors sometimes have to tell clients their retirement plan simply doesn't add up. The good news is there are solutions.
Amid market volatility, members of CNBC's Financial Advisor Council are reassuring clients and the message is to "keep calm and carry on."
The CNBC Digital Financial Advisor Council reveals some of the most memorable financial blunders and near misses they've ever encountered.
Age-based investing steers investors toward asset allocations optimal for certain ages, but it may be too simplified for most investors.
Smart investors try to boost true return by using low-cost investments and tax-loss harvesting to minimize taxes. Robo-advisors can help.
Two new surveys find a surprising number of Americans who are otherwise financially secure are quite literally worried sick about money.
As advisor practices evolve beyond investments, more are taking on the task of end-of-life decisions for clients, using new technology.
Many financial planners steer wealthy clients to municipal bonds as safe, tax-smart investments, but they can carry some unforeseen risks.
A CNBC survey found the rich wonder if an inheritance might stifle kids' drive, how much to leave and whether to discuss a coming windfall.
Financial gifts to charity can create retirement income streams, transfer wealth and provide valuable tax benefits for donors and heirs.
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.
From dividends to maturity dates, test your knowledge of financial terminology and practices with these 5 questions.
Socially responsible investing has caught on and accounts for nearly one-fifth of the money under professional management.
The key to any good Social Security strategy is figuring out how to time claims to maximize the size of your benefit.
As the world grows more interconnected, it’s harder to manage global risks. Here's some ways to mitigate the biggest challenges.
A globe-trotting look at the world of investing, from developed Europe and Asia trends to the least-traveled frontier markets.
Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.