Many put off planning for retirement or think it's too late, but investors at any age can take steps to secure their financial futures.» Read More
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 10 wealthy well-knowns have amassed world-famous fortunes but expect their children to make their own ways in the world.
The Supreme Court legalized same-sex marriage, but gay couples still have a host of financial issues, new and old, to consider.
Recruiters and hiring managers rely heavily on social media sites for prospective employees. Do you know which are known as the Big Three?
Older workers pondering a midlife career change should ask themselves some serious questions before giving up that existing paycheck.
FINRA took disciplinary actions against several financial services firms and individuals in June 2015. See who made the list.
Advisor Manisha Thakor explains required minimum distributions—the amount the IRS makes retirees withdraw from tax-free savings each year.
No one likes to ponder their own demise, but there's no excuse for not having a current estate plan to ease the way for heirs and caregivers.
Tech-savvy but asset-poor, millennial investors make ideal clients for the crop of low- or no-fee online automated wealth-management firms.
A good dose of volatility gives advisors a chance to prove their worth by providing nervous investors a number of planning alternatives.
Sharon Epperson discusses financial advisor pay and fiduciary vs. suitability standards with three CNBC Financial Advisor Council members.
Fee-only vs. fee-based, hybrid vs. dually registered. CNBC makes sense of confusing financial advisor professional designations.
Financial advisors, slow to use automated wealth management technology for client benefit, risk losing important millennial mind share.
The variety of bond instruments provides the opportunity for age-appropriate strategies throughout a financial advisor's client's life.
Washington wants to expand the definition of a fiduciary to include a wider range of financial services providers, sparking debate.
Advisor Stacy Francis of Francis Financial details the pros and cons of target-date funds, popular with investors planning for retirement.
Stock buybacks have been great to investors, but there comes a time to focus on companies spending money on R&D, and that time is now.
Self-employed people pondering eventual retirement have lots of savings options—but they'll be planning largely on their own.
A new report finds most of the top 10 best jobs require math, technology or science skills, with health care falling back in the pack.
Due to longer lives and higher health costs, more boomers are earmarking their estates for their own use rather than willing them to heirs.
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Many put off retirement planning or think it's too late, but investors at any age can take steps to secure their futures.
As advisor practices evolve beyond investments, more are taking on the tricky task of end-of-life decisions for clients.
Many advisors steer clients to municipal bonds as safe, tax-smart investments, but they can carry some unforeseen risks.