A TD Ameritrade study shows potentially well-off millennials are neglected by advisors focused on older, currently wealthy clients.» Read More
For financially stressed Gen Xers, advisor Tim Maurer offers four maxims to help 30- and 40-somethings find security and happiness.
Failing to take advantage of all your available tax breaks now gives you a lighter wallet—and Uncle Sam an undeserved bonus.
Possible market corrections and rising rates are fueling a push into alternative investments but advisors say investors should be cautious.
Advisors recommend you reassess your financial plan after every major life event to ensure you are shielded from financial curveballs.
Brian Hamburger of MarketCounsel points to the parts of the SEC's Form ADV that can help consumers choose the right financial advisor.
More Americans are working past the average retirement age, either by necessity or by choice—or, increasingly, a combination of both.
Mexico's image as an emerging-market star has taken a pounding in recent weeks but here's why investors shouldn't give up, says UBS's Jorge Mariscal.
Contrary to negative stereotypes, millennials are a caring, savvy generation to which advisors would be wise to tailor marketing efforts.
Looking to avoid taxes on Roth IRA conversions? Choose a "backdoor" Roth or wait for a life event to lower your tax bracket.
A Milken Institute retirement report finds the top 10 cities in which to age successfully lie outside the expected Sun Belt states.
As an individual investor, you should be armed with information: Do you know the difference between a fiduciary and a suitability standard?
The end of the year is a good time to review estate plans, particularly if you've had a change-in-life circumstance in the past 12 months.
Investors adding liquid alternatives to portfolios must know that research, moderation and patience are key to success in this asset class.
Succession planning for financial advisors is essential because it's about protecting and ensuring that clients' needs are properly met.
Many people insure belongings but neglect to protect against a loss of their greatest asset—income—with disability insurance coverage.
As ex-Yankee Jorge Posada sues his financial advisors for fraud, advisor Ed Butowsky says far too many athletes lack financial literacy.
HighTower's Elliot Weissbluth and David Pottruck say robo-advisors may introduce additional investors to financial-planning services.
As many as 3 million boomers plan to retire abroad. Sharon Epperson interviews Michael Ward of USForex on the hidden costs they can expect.
Followers of the "early retirement extreme" movement scrimp, save and invest to achieve the seemingly impossible: retirement by age 40.
Teaching children responsible financial habits takes a lot of planning and a little bit of faith but leads to great rewards for all.
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A TD Ameritrade study shows potentially rich millennials are neglected by advisors focused on older, wealthier clients.
Although pricey, long-term-care insurance can help defray the sky-high costs of medical care for many elderly patients.
A survey of the CNBC Financial Advisor Council is bullish on emerging markets as a hedge against market volatility.