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Advisor Insight


  • 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.

  • Do you have a life-after-death game plan? Thursday, 30 Jul 2015 | 9:00 AM ET
    Personal Finance estate planning

    As advisor practices evolve beyond investments, more are taking on the task of end-of-life decisions for clients, using new technology.

  • Muni bonds: When does it make sense to go local? Wednesday, 29 Jul 2015 | 7:00 AM ET
    Workers extend an overpass on the New Jersey Turnpike in Bordentown.

    Many financial planners steer wealthy clients to municipal bonds as safe, tax-smart investments, but they can carry some unforeseen risks.

  • Why the wealthy sweat the 'inheritance talk' Wednesday, 22 Jul 2015 | 8:00 AM ET
    Financial advise parents kids

    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.

  • 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.

Financial Advisors

Latest Special Reports

  • A globe-trotting look at the world of investing, from developed Europe and Asia trends to the least-traveled frontier markets.

  • Young wealthy couple

    Money tips for millennials. Tips for making the best financial decisions during the early years of life.

  • Whether you're young and just getting started investing or moving closer to retirement, factoring in age will keep you ahead of the game.