A TD Ameritrade study shows potentially well-off millennials are neglected by advisors focused on older, currently wealthy clients.» Read More
Top wealth management firms don't see robo-advisors as immediate threats but say they could eventually have a major impact on the market.
Savvy investors need to question which assets should be held in their retirement account and which ones should not.
Many small-business owners avoid succession planning but it helps ensure long-term viability and address inheritance and management issues.
It's key to figure out how to have your home paid for by the time you retire—and to do what’s necessary to make that happen.
We know the steps to take to improve our finances, yet we are a nation that remains financially unprepared and illiterate.
After a failed run for political office broke the bank, a middle-aged couple turns to an advisor to help them get back on track.
Investors gravitate toward RIAs, who have shifted wealth management from sales to planning and from product commissions to fiduciary fees.
Just under a third of financial advisors have succession plans, and the savviest offer young successors hands-on, on-site training.
Despite being well educated, earning more money and controlling more wealth, many women fail to adequately plan and save for retirement.
Investors need to understand that the higher-interest-rate territory can be treacherous and calls for some careful financial planning.
Intense compounding of leverage-fueled return rates on "safe" hard assets led many Gen Xers into part-time landlord gigs that then failed.
Divorce negotiations can quickly turn sour without sound legal and financial advice regarding the splitting or liquidation of assets.
Half of Gen Xers and a third of baby boomers support kids and elderly parents, putting their own budgets and retirement plans in peril.
When a company's top dog is famous, succession planning can be tricky. A look at 5 corporate icons who were, or will be, hard to replace.
On the surface, robo-advisors look like a disruptive force. But in time we may consider them an evolution of the traditional advice model.
While bonds and interest rates have an inverse relationship, let’s be clear: Rising rates simply do not guarantee negative bond returns.
Could you be the next worst-case-investor scenario? If you think that’s impossible, you’re probably a step closer to making the worst come true.
The gap is growing between Americans' life insurance coverage and the amount they say they need. Here's how to tell if you have enough.
Savvy financial advisory firms can become more successful by hiring and retaining the next generation of planners.
Financial advisors are doubling as lifestyle transition specialists to help long-lived clients maximize wealth and happiness in retirement.
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A TD Ameritrade study shows potentially rich millennials are neglected by advisors focused on older, wealthier clients.
Although pricey, long-term-care insurance can help defray the sky-high costs of medical care for many elderly patients.
A survey of the CNBC Financial Advisor Council is bullish on emerging markets as a hedge against market volatility.