While fintech companies offer tools to save money, it remains to be seen whether they are a boon or a bust for traditional advisors. » Read More
CNBC's Sharon Epperson interviews portfolio managers John Maloney, David Pearl and Nick Galluccio about energy-stock bets in today's market.
Smart beta is growing quickly, with investors adding $10 billion to smart beta mutual funds and ETFs in the last 12 months.
Eighteen percent of Americans come to regret how they spend their tax refund each year. CNBC weighs in on how best to divvy it up.
Millions of Americans delay retirement planning. Not knowing provides false comfort that we can live in the moment and still make it out OK.
Thanks to the rise of the 401(k) plan, most investors are saving for retirement, placing emphasis on risk instead of simply chasing gains.
Science, technology, engineering and math careers are growing quickly, but not all of the top 10 jobs for 2016 require advanced education.
CNBC met with three high-level portfolio managers to get their insight on some investment opportunities they are eyeing in the months ahead.
Expats considering giving up U.S. citizenship to avoid double taxation should be aware of the potential tax costs of such a move.
CNBC.com and Citywire rank the top 20 non-U.S. portfolio managers over three years, vetted from 10,000 managers in 41 countries.
More than a third of people age 50 to 64 plan to work after retiring from current careers. Of those, 44 percent intend to enter new fields.
In its latest spate of disciplinary actions, FINRA sanctioned brokers for penny stock trades and client churn, among other violations.
Most Americans don't have a will, but drawing one up is vital to avoid intestacy, ensure your legacy and protect minor children.
The fast-growing socially responsible investing universe has evolved from screening of investments to including "impact investments."
It's natural to turn to the internet for free retirement-planning tools, but finding a good one may not be as clear-cut as you think.
CNBC.com and Citywire partnered to rank the top 20 portfolio managers over three years, vetted from 3,700 eligible financial professionals.
Just won the Powerball drawing? What now? Here are 10 tongue-in-cheek suggestions for what to do after meeting with a financial planner.
What's next for markets? Nothing too exciting, because positive factors outweigh negative ones — although not overwhelmingly.
Millennials starting their careers will find success in a series of incremental decisions and actions that set their careers in motion.
Trying to budget your wealth to get through retirement? A financial plan before and in retirement is an important tool for all investors.
Studies find age and credit score good indicators as to how taxpayers view annual tax refunds, as well as how wisely they'll spend them.
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Advisors ponder the threat fintech poses to the industry — and their jobs.
The most important investing choice is asset allocation, which explains more than 90 percent of investment variability.
Investors love big dividends, but some companies lack the earnings to afford it. How to pinpoint cash problems.