More financial advisors are attracting and building client relationships by tapping into emotional, social and other non-fiscal needs.» Read More
A look at eight areas where a so-so credit score—anything under 720—can impact how you'll pay, or whether you get to "play" at all.
Credit scores largely determine access to credit and the ability to own a home, car or start a business—and how much you'll pay.
It's time for financial advisors ignoring social media to get over it. You don't need to post snarky tweets; you do need a social presence.
Senior Personal Finance reporter Sharon Epperson discusses with three top advisors about how financial planners are compensated.
If your portfolio boomed last year, your advisor did not focus on the one thing you were assured was the top concern: downside protection.
While weather and taxes are a priority for some retirees, most wish to age in place, close to friends and family.
ETF portfolios will be the future default because of lower costs, more transparency and greater liquidity and tax advantages.
The referral method of finding a financial advisor has met its match—namely, Match.com-like sites that set up investors with advisors.
Partners need to work together to make, manage and invest their money, or only one outcome is possible: They lose it all.
When assets are being passed on to kids, trouble can quickly ensue. For people who remarry, prenups and even postnups need to be airtight.
Advisors at the 2015 TD Ameritrade conference remain upbeat about the U.S. market despite recent volatility and say clients should be, too.
If you're lucky enough to hit the jackpot, the right financial planner can help you avoid mistakes that have bankrupted other winners.
Paying the alternative minimum tax is now unavoidable for many wage earners in high-tax states, but some strategies can make it bearable.
Many worry about market risk, but young investors saving for retirement can relax, say advisors. Near-retirees, however, should be careful.
CNBC's Financial Advisor Council weighs in on the impact of possible rising interest rates on investors, at the 2015 TD Ameritrade confab.
As more boomers regard retirement as a stepping stone to a new profession, a dilemma has arisen: When to cut bait to pursue a passion.
Compliance costs, competition from "robo-advisors' and tempering clients' taste for risk are challenges for many advisors this year.
Exchange-traded funds are booming, but advisors caution clients to weigh the pluses and minuses before abandoning mutual funds for ETFs.
Traditional financial advisors see automated online competition as a threat, but the robo-advisor paradigm can benefit planners and clients.
A TD Ameritrade study shows potentially well-off millennials are neglected by advisors focused on older, currently wealthy clients.
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Financial advisors are building client relationships by tapping into emotional, social and other non-fiscal needs.
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