More financial advisors are attracting and building client relationships by tapping into emotional, social and other non-fiscal needs.» Read More
Some 15 percent of so-called sandwich generation adults in their 40s and 50s are financially supporting both an aging parent and a child.
With 1 in 5 Americans a victim of credit-report errors, an annual financial checkup is just as important as a yearly physical.
Most investing education focuses on how to buy stocks rather than how to sell them, but the decision about when and why to sell is critical.
Looking to do good, a start-up Brooklyn church offers financial literacy lessons to the millennial "hipsters" gentrifying its neighborhood.
Confronted by a growing income gap, depleted savings and high debt, Gen X faces big financial hurdles. Six ways to get them back on track.
By borrowing from your 401(k) retirement plan, you are missing out on opportunities for your money to grow substantially over the long haul.
Target-date funds, which automatically invest assets more conservatively as investors age, are more popular—but there are some caveats.
Family business owners with complex familial and financial concerns can vet potential advisors by asking the right questions.
Advisors focusing on women clients only are seeing big returns, as studies show a growing number of females beginning to outearn men.
With only 12 percent of family businesses surviving two generations, it's imperative owners train heirs in financial literacy early on.
Muslim financial advisors are tapping into the U.S. Islamic finance market by helping clients invest in religiously suitable ways.
Baby boomers are not as prepared for retirement as they should be, but Gen X and millennials face the biggest future financial threats.
Even the most successful small-business owners drag their feet when it comes to succession planning. CNBC shares four tips to get started.
There are many college-savings options worth considering, so compare and choose the plan that makes sense for your financial situation.
Generalists are feeling pressure to specialize as studies reveal exponential growth rates for advisors offering more personalized services.
Choosing the right advisor is key for business owners. A misstep can mean the difference between reaching financial goals and falling short.
Helping millennials learn the benefits of compounding can be personally rewarding—and will help you establish a future client base.
Only 30 percent of family businesses successfully pass to the next generation, but financial advisors can help owners turn the odds around.
Studies show women are less confident about money than men, so advisors are helping them bridge the still-wide financial literacy gap.
The San Francisco 49ers have taken the unusual step of creating their own investment program for players with robo-advisor firm Wealthfront.
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Financial advisors are building client relationships by tapping into emotional, social and other non-fiscal needs.
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