Bottom-up investing, which banks on individual securities bucking market trends, demands that investors do their homework.» Read More
Only 15 percent of advisors specialize in niche clients but they account for a third of advisor assets. A look at five niche practice areas.
The IRS clarified how retirement-plan owners allocate pre- and post-tax dollars to rollovers; the latter can now be rolled into Roth IRAs.
Whether or not you plan to work past age 65, get retirement-ready today, in case life events force an early exit from the workforce.
When shopping for a financial advisor, it's important to carefully do your due diligence to ensure you're getting the value you deserve.
Target-date funds are considered a simple solution for retirement savers to invest with a hands-off approach.
Betterment Institutional hopes their cheap and automated personal investing platform will also catch on with financial advisors.
Family-run small businesses often fail in succeeding generations, but odds of survival can improve with careful management of human capital.
More boomers caring for aging parents are seeking help from the limited numbers of financial advisors fluent in elder-care issues.
Not every financial advisor is running to join the ETF bandwagon. CNBC FA Council member Tim Maurer gives three reasons to avoid ETFs.
Given today's socioeconomic realities, it's crucial that women, whatever their status, be able to handle financial matters for themselves.
Add sharing and giving back to working hard, respecting money and learning to save as basic skills children should learn.
Having left advisor relationships to their husbands for years, many women opt to find a new financial planner once widowed.
We look at some of the most famous family business feuds of the last century. From the breakup to the makeup and everything in between.
Financial advisor specialists who truly understand the circumstances of clients with unique needs or interests can offer tremendous value.
Financial advisors say that 10 to 15 years before retirement is the time for workers to check whether their savings are on track.
While many advisors see small businesses as a desirable demographic to position themselves, these clients can present unique challenges.
What if you are strapped for cash? Geri Pell explains why it may be a smart (sometimes) financial move to borrow from yourself.
The U.S faces a crisis as baby boomers head into retirement, partly as a result of the inequality of employees' retirement savings vehicles.
With same-sex marriage now legal in 5 new states, gay couples must decide whether getting married will benefit or hurt them financially.
With higher out-of-pocket costs for health care ahead, it's time for patients to be more proactive in handling their health-care expenses.
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Pending June's Supreme Court ruling on gay marriage, married same-sex couples face challenges due to uneven state laws.
The government has appointed Comerica as administrator for Obama's myRA plan, but no private employers have signed up.
Most advisors see the reverse mortgage as an ill-advised last resort, but others say it can be useful for seniors.
Bottom-up investing, which banks on individual securities bucking market trends, demands investors do their homework.
As digital natives become parents with greater financial complexity, will they still trust a robot to manage their money?
Mind maps, online organizational charts, help advisors boost revenue, reduce paperwork and manage client expectations.