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Advisor Insight


  • The ABCs of DPPs: The rise of a new asset class Wednesday, 4 Nov 2015 | 8:00 AM ET

    Direct participation programs, or DPPs, grew from more than $6 billion in funds raised to more than $21 billion between 2009 and 2014.

  • What financial advisors look for in an advisor Thursday, 29 Oct 2015 | 9:00 AM ET
    Financial advisor and couple

    Need a financial advisor? CNBC queried several industry pros on the most important qualities to seek when choosing a financial professional.

  • Is the future for robo-advisors bright or a bust? Tuesday, 20 Oct 2015 | 8:00 AM ET
    Robot and human robo advisors

    Online automated wealth management is all the rage, but some question how much robo-advisors will shake up the financial advice industry.

  • Is your advisor prepared to handle cyberattacks? Friday, 16 Oct 2015 | 7:00 AM ET
    Cyber Security

    As cybersecurity and hacking threats soar, financial advisors employ new software solutions and procedures to safeguard investor data.

  • Philanthropy enters new 'age of exploration' Thursday, 8 Oct 2015 | 10:00 AM ET
    Exploration man with telescope

    Philanthropy is entering a new age, with new models being tried and past innovations getting field-tested and disseminated.

  • Do you want to save money on your taxes? Wednesday, 30 Sep 2015 | 8:22 AM ET
    down arrow woman at clear board

    To avoid or defer taxable investment income, turn to tax-loss harvesting to max losses and receive a better overall after-tax gain.

  • NEVER, EVER borrow from your 401(k) plan Monday, 21 Sep 2015 | 8:58 AM ET
    savings do not touch

    Many cash-strapped Americans borrow from their 401(k) plans, but it's never a good idea. Here are 10 reasons to leave your 401(k) untapped.

  • The future looks bright for fee-based advisors Monday, 14 Sep 2015 | 9:00 AM ET

    Fee-based financial advice has grown from a cottage industry of early pioneers to the preeminent business model in the advisory landscape.

  • Making a luxury purchase? Think before you splurge Thursday, 10 Sep 2015 | 9:00 AM ET
    Businessmen with private plane

    Before buying, investors should do a little legwork to determine which kinds of luxury purchases are likely to appreciate in value.

  • Does your financial advisor really put you first? Tuesday, 8 Sep 2015 | 8:00 AM ET
    Writing a check

    No advisor compensation model is perfect, and all pose conflicts of interest investors need to be aware of and advisors need to manage.

  • A way to feel better about your money right now Wednesday, 2 Sep 2015 | 8:00 AM ET
    Seedling and money

    Socially responsible investing has caught on broadly and now accounts for nearly one-fifth of the money under professional management.

  • Are target-date funds the right fit for you? Friday, 28 Aug 2015 | 9:00 AM ET
    Target and arrows

    Target-date funds are an improvement on money market funds as retirement vehicles, but investors might do better on their own, say advisors.

  • Take poll: Do you prefer wealth to health? Wednesday, 26 Aug 2015 | 12:15 PM ET
    Obese piggy bank

    A new Charles Schwab survey finds 73 percent of people would rather have their 401(k) balance grow 15 percent this year than lose 15 pounds.

  • Offbeat collectibles amassing a fortune Wednesday, 26 Aug 2015 | 10:00 AM ET
    Toy of the tinplate collectible toys

    From duck decoys to limited-edition sneakers, offbeat collectibles attract investors who crave tangible assets that appreciate in value.

  • Sorry, you can't retire as planned Wednesday, 26 Aug 2015 | 8:05 AM ET
    Senior shocked

    Financial advisors sometimes have to tell clients their retirement plan simply doesn't add up. The good news is there are solutions.

  • Advisors to clients: Keep emotions in check Monday, 24 Aug 2015 | 11:05 AM ET
    Businessman meditation

    Amid market volatility, members of CNBC's Financial Advisor Council are reassuring clients and the message is to "keep calm and carry on."

  • Check out these big investing blunders Thursday, 20 Aug 2015 | 9:00 AM ET

    The CNBC Digital Financial Advisor Council reveals some of the most memorable financial blunders and near misses they've ever encountered.

  • 5 reasons not to act your age when investing Wednesday, 19 Aug 2015 | 9:00 AM ET
    Birthday party grandfather

    Age-based investing steers investors toward asset allocations optimal for certain ages, but it may be too simplified for most investors.

  • Tax-loss harvesting = not leaving $ on the table Monday, 10 Aug 2015 | 8:00 AM ET
    Money on table

    Smart investors try to boost true return by using low-cost investments and tax-loss harvesting to minimize taxes. Robo-advisors can help.

  • Study: Money is the leading cause of stress Monday, 3 Aug 2015 | 9:00 AM ET
    money stress

    Two new surveys find a surprising number of Americans who are otherwise financially secure are quite literally worried sick about money.

Financial Advisors

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