With same-sex marriage legal in all 50 states, LGBT couples should look at financial issues such as estate planning and employer benefits.» Read More
The hybrid advisor model was once a way station for brokers becoming fee-based RIAs, but many such advisors appear happy to stay there.
Finding the right mix of stocks, bonds and other investments in a portfolio depends on a combination of age, needs and experience.
Personal Capital's Bill Harris explains how Treasury Inflation-Protected Securities can help investors manage inflation risk.
Much is written about women lagging in financial know-how, but many professional women get a lot right when it comes to their finances.
The government's "Occupational Outlook Handbook" contains employment projections through 2022 and detailed information on 580 occupations.
A new study shows more financial advisors are getting on the passive-investing bandwagon, favoring ETFs over mutual fund investments.
The top 10 places for jobs are in cities dotting the western two-thirds of the U.S., according to a recent study conducted by WalletHub.com.
The top 10 places for jobs all are in western U.S.cities, according to a recent study conducted by WalletHub.com
Federal officials just identified four cancer charities as scams. Financial advisors say it's important to vet charities before you donate.
CNBC Digital presents its list of the Top 100 Fee-Only Wealth Management Firms in the U.S. for 2015, compiled with Meridian-IQ.
When you switch jobs or retire, you face a critical choice. Here are the pros and cons of rolling over your retirement plan.
With the fee-based model the dominant form of client-advisory relationships, CNBC ranks 2015's top 100 fee-only wealth management firms.
Advisors and assets continue to migrate from the investment sales model of Wall Street wirehouses to the fiduciary model of fee-based RIAs.
People are living longer and staying in the workforce well beyond age 65, forcing advisors to come up with a new retirement-planning model.
Bottom-up investing, which banks on individual securities bucking market trends, demands that investors do their homework.
As the younger, digital set creates families with greater financial complexity, will they still trust a robot to manage their money?
Mind maps are transforming the way advisors communicate with clients, resulting in significant time savings and increased revenue.
Constant rumors of rising rates has left many investors complacent about very real warning signs that the bond market is getting riskier.
Mistakes retirees make in the complicated process of claiming Social Security include taking benefits too soon and deferring tax deferrals.
Reverse mortgages can help turn home equity into needed cash but carries risks, depending on homeowners' health and financial stability.
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With same-sex marriage legal in all 50 states, LGBT couples must look at financial issues such as estate planning.
Advisor Richard Coppa says investors should weigh the risks and rewards of alternatives before allocating funds.
Many say the current regime for examining the some 11,500 registered investment advisors in the U.S. is inadequate.