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Advisor Insight


  • Donations: A powerful estate-planning tool Thursday, 16 Jul 2015 | 8:00 AM ET
    Charity charitable giving

    Financial gifts to charity can create retirement income streams, transfer wealth and provide valuable tax benefits for donors and heirs.

  • Dying with debt can be costly for survivors Monday, 6 Jul 2015 | 7:07 AM ET
    Personal finance

    As Americans live longer and amass debt well into retirement, more heirs find themselves having to untangle outstanding credit obligations.

  • What same-sex couples must know about their money Wednesday, 1 Jul 2015 | 8:56 AM ET
    Same sex marriage

    With same-sex marriage legal in all 50 states, LGBT couples should look at financial issues such as estate planning and employer benefits.

  • Buzz about robo-advisors is accelerating: Study Monday, 29 Jun 2015 | 9:55 AM ET
    Stock market graph on smartphone

    New research shows that while few consumers are using robo-advisors, many are interested in online automated investment advisory services.

  • Millionaires have no estate plan, survey says Monday, 29 Jun 2015 | 8:00 AM ET
    Senior couple with lawyer

    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 celebrity skinflints are stiffing their kids Saturday, 27 Jun 2015 | 8:00 AM ET

    These 10 wealthy well-knowns have amassed world-famous fortunes but expect their children to make their own ways in the world.

  • SCOTUS ruling normalizes marriage laws in 50 states Friday, 26 Jun 2015 | 11:18 AM ET
    Same sex marriage

    The Supreme Court legalized same-sex marriage, but gay couples still have a host of financial issues, new and old, to consider.

  • When financial firms act badly ... they get caught Tuesday, 23 Jun 2015 | 9:00 AM ET
    White collar crime

    FINRA took disciplinary actions against several financial services firms and individuals in June 2015. See who made the list.

  • What's in a name? Decoding financial advisor terms Friday, 19 Jun 2015 | 9:23 AM ET

    Fee-only vs. fee-based, hybrid vs. dually registered. CNBC makes sense of confusing financial advisor professional designations.

  • Are you struggling with a midlife career crisis? Thursday, 25 Jun 2015 | 8:00 AM ET
    Senior businessman looking into future

    Older workers pondering a midlife career change should ask themselves some serious questions before giving up that existing paycheck.

  • Got market jitters? Here's what you should do Monday, 22 Jun 2015 | 8:00 AM ET

    A good dose of volatility gives advisors a chance to prove their worth by providing nervous investors a number of planning alternatives.

  • Do you really know what you pay your advisor? Saturday, 20 Jun 2015 | 11:49 AM ET
    Cash register

    Sharon Epperson discusses financial advisor pay and fiduciary vs. suitability standards with three CNBC Financial Advisor Council members.

  • Self-employed? Top ways to save for retirement Monday, 15 Jun 2015 | 10:00 AM ET
    Small business

    Self-employed people pondering eventual retirement have lots of savings options—but they'll be planning largely on their own.

  • Do you think you're in the will? Guess again Thursday, 11 Jun 2015 | 10:00 AM ET
    Money dollars giving

    Due to longer lives and higher health costs, more boomers are earmarking their estates for their own use rather than willing them to heirs.

  • Bad omen on horizon for big mutual funds: Study Friday, 5 Jun 2015 | 10:05 AM ET

    A new study shows more financial advisors are getting on the passive-investing bandwagon, favoring ETFs over mutual fund investments.

  • Donating? Make sure that charity is not a scam Thursday, 4 Jun 2015 | 8:00 AM ET
    Charity Philanthropy

    Federal officials just identified four cancer charities as scams. Financial advisors say it's important to vet charities before you donate.

  • Is your advisor 'mind mapping' with you? Tuesday, 2 Jun 2015 | 9:00 AM ET

    Mind maps are transforming the way advisors communicate with clients, resulting in significant time savings and increased revenue.

  • Is a reverse mortgage a friend or foe? Thursday, 28 May 2015 | 9:00 AM ET

    Reverse mortgages can help turn home equity into needed cash but carries risks, depending on homeowners' health and financial stability.

  • Advisors in trouble: Is yours on the naughty list? Tuesday, 26 May 2015 | 12:46 PM ET
    Judge's gavel

    The Financial Industry Regulatory Authority disciplined several financial services firms and individuals in May 2015.

  • Avoid these dumb retirement savings mistakes Wednesday, 20 May 2015 | 8:58 AM ET
    Senior retired couple with laptop

    Common mistakes many Americans make in retirement planning include pulling money out of bear markets and not spending wisely once retired.

Financial Advisors

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