More advisors are using exchange-traded funds in clients' portfolios, citing transparency and a demand for lower-cost investments.» Read More
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.
While most donations stem from a desire to do good, there's no denying that tax deductions are big incentives, say advisors.
Advisors are starting to specialize in niche markets and look to less-wealthy clients as competition for high-net-worth customers increases.
Invest new earnings in high-risk, high-growth stocks, but regular reallocation of existing savings to a mix of asset classes makes sense.
Investors need to ask advisors about their succession plan and how it impacts them in the event of unforeseen circumstances.
Parents of special needs kids should draft trusts and select caregivers and beneficiaries carefully, with expert help.
Financial advisors have shifted to fee-based relationships but, without successors, risk seeing their businesses dissolve when they retire.
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Founder and CEO of Financially Wise Women, an investment advisory specialized in helping women and couples meet financial goals.
Richard Coppa is managing director of Wealth Health, advising high-net-worth executives and business owners.
Mark Cortazzo is senior partner and founder of MACRO Consulting Group.
An era of innovation dominated by secretive corporate labs is ending. Time for you to help crowdfund the future.
Tips on the best-performing portfolio strategies and global market trends that can help you become a smarter investor.
CNBC and Institutional Investor host the 4th Annual Delivering Alpha Conference.
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 need to win over Gen X and Gen Y investors.
Home sales are surging, and summer is a big season for deals. Here are eight mistakes that homebuyers need to avoid.