Americans working overseas remain subject to U.S. tax law and may face restrictions on investment and access to credit at home and abroad.» Read More
One important variable in crafting a financial plan is the state of the client's health—and his or her attitude toward taking care of it.
The dot-com bust, 9/11 and 2008 crisis left Gen Y investors wary of risks—and therefore less likely to benefit from the market.
Warren Buffett is leaving his billions to charity, and many boomers are following suit to avoid turning their kids into rich loafers.
The IRS is warning taxpayers about groups pretending to be a charitable organization to attract donations from unsuspecting contributors.
When it comes to retirement, American women save far less than men and invest too conservatively, according to a new survey from BlackRock.
Advisors can use social media to boost their client base but deploying it successfully means repurposing unique content—relentlessly.
Craig Cowles of Cardinal Wealth Advisers tells CNBC which key considerations he relies on to accurately gauge his clients' risk tolerance.
Observers say robo-advisors—yet to attract many assets—have failed to show why they're a better alternative to human advice.
President Obama supports holding more financial advisors to a fiduciary standard. Should brokers be subject to that "higher" standard?
Effective savings strategies and a healthy lifestyle can help create a cushion in your retirement nest egg for future health-care needs.
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.
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CNBC looks at how technology, product development, succession plans and client relations impact financial advisory firms.
Trailblazers leveraging the power of technology and innovation to grow their business—and disrupt the competition.
Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.
Americans working abroad are subject to U.S. taxes and may face restrictions on investment or credit at home and abroad.
Common mistakes made in retirement plans include pulling money out of bear markets and not spending wisely once retired.
Faced with a rise in online fraud, more advisors are instituting cybersecurity protocols to ensure clients' account integrity.