Most advisors are generalists, but some take advice to the next level by focusing on specific niches, such as doctors or gay couples.» Read More
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.
Broker has become a dirty word in the financial advisor business, but in some cases it's the fee-based model that's the wrong approach.
When it comes to making retirement planning and related investment issues a high priority, we are truly a nation of procrastinators.
While many financial advisors help clients set up 529 savings plans, some work with families through the entire college app process.
Whether for privacy or prudency, many benefactors and heirs turn to advisors for help in crafting airtight trusts for inheritances.
Advisors often see clients' wealth later squandered by children, but parents can in fact protect their legacy from irresponsible heirs.
Now, as the economy hums along and the market rises, is a good time to guard your portfolio against the volatility that can strike at any time.
More advisors are using exchange-traded funds in clients' portfolios, citing transparency and a demand for lower-cost investments.
They may not be the most desirable client segment now, but advisors must find ways to capture the loyalty of Gen X and Gen Y investors.
Home sales are surging, and summer is a big season for real estate deals. Here are eight mistakes first-time homebuyers need to avoid.
It is time for members of Generation X, renegades and loners, to start looking to financial experts for help with their investments.
CNBC Senior Editor Jim Pavia explains why every American should have a financial advisor to help chart a course for financial security.
Leftover 401(k) plans—and whether to roll over, withdraw or borrow them—puzzle unemployed people, so CNBC turned to advisors for tips.
Women, more likely to end up widowed, must contend with how to manage a portfolio for one. Interference from the grave can get in the way.
The quality of medical care abroad varies greatly. Travelers should know where to get adequate health care in case of a medical emergency.
In 1 out of 3 couples whose marriages seem solid, one spouse is often blindsided by news the other is unfaithful with money.
When financial advisors are direct and honest with clients about finances, it can be a growth opportunity for all concerned.
Whether retirees' nest eggs are full, emptied or never feathered, three simple steps can put some wind beneath financial wings late in life.
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From main street to the C-suite, this global survey examines the role of corporations in society and the economy.
In-depth coverage on Alibaba's IPO, including roadshow coverage, expert analysis, and Alibaba's stock price.
With more than 1,600 ETFs now on the market, learn more about how advisors and investors are profiting from the ETF boom.
Most advisors are generalists, but some take it to the next level by focusing on specific niches, such as doctors or gay couples.
Control and certainty about asset transfers make trusts an attractive option for family businesses.
Naming the wrong people on the beneficiary form or failing to update financial documents can create a real mess for your heirs.