Financial advisors caution clients who experience a financial windfall to avoid overspending, set realistic goals and invest for the future.» Read More
As more boomers regard retirement as a stepping stone to a new profession, a dilemma has arisen: When to cut bait to pursue a passion.
Compliance costs, competition from "robo-advisors' and tempering clients' taste for risk are challenges for many advisors this year.
Exchange-traded funds are booming, but advisors caution clients to weigh the pluses and minuses before abandoning mutual funds for ETFs.
Traditional financial advisors see automated online competition as a threat, but the robo-advisor paradigm can benefit planners and clients.
A TD Ameritrade study shows potentially well-off millennials are neglected by advisors focused on older, currently wealthy clients.
Although pricey, long-term care insurance policies can help defray the sky-high costs of medical care for many elderly patients.
A survey of the new CNBC Financial Advisor Council finds members bullish on emerging markets as a good way to ride out market volatility.
Financial advisors are being particularly aggressive about managing their clients' income-tax liability.
Divorce rates rise each January, and money matters play a large role, but these 4 tips and the help of an advisor can ensure wedded bliss.
Worried clients keep financial advisors on their toes with questions about topics, from asset allocation to long-term health-care insurance.
The Super Bowl stocks indicator has fascinated investors since 1978. Bob Johnson, president of The American College, dissects the theory.
Comfort with stock market volatility is called risk tolerance, and when it comes to investing, it matters more than you think.
Financial advisors can find themselves steering clients away from odd investment ideas, from strip club start-ups to marijuana farms.
Online wealth management services bring financial advice to the masses, but retirement planning still requires an advisor's human touch.
You may still be sorting out last year's tax return, but it's a good time to think about minimizing the tax hit to your wallet in 2015.
Due to tax implications, it's best for those with urgent financial needs to seek additional fund sources other than 401(k) retirement plans.
The health- and long-term-care costs of retirement can seem daunting, but careful advance planning can help put things in perspective.
Finding the right advisor can get complicated. Manisha Thakor of Buckingham and the BAM Alliance shares five questions to vet candidates.
Americans leave tens of thousands on the table by claiming Social Security benefits at the wrong time, but financial advisors can help.
Sharon Epperson discusses a retirement game plan for athletes and Gen Y fans with Mike and Ryan Alfred, founders of BrightScope.
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Advisors caution clients with a financial windfall to avoid overspending, set realistic goals and invest wisely.
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.