Philanthropy is entering a new age, with new models being tried and past innovations getting field-tested and disseminated.» Read More
Before buying, investors should do a little legwork to determine which kinds of luxury purchases are likely to appreciate in value.
No advisor compensation model is perfect, and all pose conflicts of interest investors need to be aware of and advisors need to manage.
Socially responsible investing has caught on broadly and now accounts for nearly one-fifth of the money under professional management.
Target-date funds are an improvement on money market funds as retirement vehicles, but investors might do better on their own, say advisors.
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.
From duck decoys to limited-edition sneakers, offbeat collectibles attract investors who crave tangible assets that appreciate in value.
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.
Philanthropy is entering a new age, with new models being tried and past innovations getting field-tested and disseminated.
In case you've been procrastinating, here's a year-end checklist to get through before heading to your New Year's Eve party.
Ron Carson of Carson Wealth Management Group explains how to leverage tax-loss harvesting to offset investment losses.
Taking THE PULSE of the technology sector with must-know industry news, new products, trends and perspectives beyond the headlines.
A weekly look at how you can make the right financial choices to retire well.
Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.