People want financial advisors who offer a low-cost, automated investing platform paired with personal advice, according to a new study. » Read More
By: Anna Robaton
Here's a year-end to-do list for those who had major life changes in 2016, from first-time parenthood to retirement. » Read More
By: Sarah O'Brien
People saddled with different types of debt struggle to pare down their balances in the most strategic way, but financial advisors can help. » Read More
If you get an IRS audit letter, the key is to remain calm and take the time to gather all your tax documentation, say financial advisors.
CNBC.com and Citywire teamed up to rank the top 20 U.S. female portfolio managers and found they measure up to their male counterparts.
Advisor Rianka Dorsainvil encourages millennial investors to question financial advisors as to whether they're acting as fiduciaries.
If you want to build your portfolio for the new tax environment, keep one word in mind: income. Here are smart moves to make now.
Many perceive hedge funds to be a risky investment, yet some advisors see a strong upside to employing hedged strategies.
While newly popular niche ETFs can add some interesting spice to your portfolio, they should not be the largest ingredient in your mix.
These investment ideas will help your money grow no matter what the political environment, says UBS's Mark Haefele.
Wells Fargo isn't the only firm that's profited illegally off employees. Here's how to check if your boss is self-dealing at your expense.
Nearly 18 million Americans were victims of identity theft in 2014. Here are a few steps you can take to protect yourself.
The coming transfer of $30 trillion in assets from baby boomers to their heirs is creating challenges for clients and advisors alike.
Although Roth IRAs have been around for almost 20 years, just 12 percent of all money invested in IRAs is parked in these types of accounts.
This year's checklist of best year-end tax-preparation and investment practices remains the same, though things may change under Trump.
The three-decade-old bond bull market might be coming to an end. Here's how investors can adjust to protect their portfolios.
For the first time, individuals can save money on taxes by giving to charities directly from their IRA. Find out if you're eligible.
Some key suggestions for allocating your fixed-income portfolio, given expected market conditions under the incoming Trump administration.
Social Security strategies can be complex and have changed. Here are five pitfalls to avoid regarding how and when to claim benefits.
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People want financial advisors who offer digital service and personal advice, according to a new study.
Here's a to-do list for those who had major life changes in 2016, from first-time parenthood to retirement.
People saddled with all types of debt struggle to pare down balances in the most strategic way, but advisors can help.