It’s never too early to involve your children in money matters.» Read More
There are many college-savings options worth considering, so compare and choose the plan that makes sense for your financial situation.
Generalists are feeling pressure to specialize as studies reveal exponential growth rates for advisors offering more personalized services.
Choosing the right advisor is key for business owners. A misstep can mean the difference between reaching financial goals and falling short.
Helping millennials learn the benefits of compounding can be personally rewarding—and will help you establish a future client base.
Only 30 percent of family businesses successfully pass to the next generation, but financial advisors can help owners turn the odds around.
Studies show women are less confident about money than men, so advisors are helping them bridge the still-wide financial literacy gap.
The San Francisco 49ers have taken the unusual step of creating their own investment program for players with robo-advisor firm Wealthfront.
Broker has become a dirty word in the financial advisor business, but in some cases it's the fee-based model that's the wrong approach.
When it comes to making retirement planning and related investment issues a high priority, we are truly a nation of procrastinators.
While many financial advisors help clients set up 529 savings plans, some work with families through the entire college app process.
Whether for privacy or prudency, many benefactors and heirs turn to advisors for help in crafting airtight trusts for inheritances.
Advisors often see clients' wealth later squandered by children, but parents can in fact protect their legacy from irresponsible heirs.
Now, as the economy hums along and the market rises, is a good time to guard your portfolio against the volatility that can strike at any time.
More 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 must find ways to capture the loyalty of Gen X and Gen Y investors.
Home sales are surging, and summer is a big season for real estate deals. Here are eight mistakes first-time homebuyers need to avoid.
It is time for members of Generation X, renegades and loners, to start looking to financial experts for help with their investments.
CNBC Senior Editor Jim Pavia explains why every American should have a financial advisor to help chart a course for financial security.
Leftover 401(k) plans—and whether to roll over, withdraw or borrow them—puzzle unemployed people, so CNBC turned to advisors for tips.
Women, more likely to end up widowed, must contend with how to manage a portfolio for one. Interference from the grave can get in the way.
Get the best of CNBC in your inbox
With the world becoming more interconnected, it’s getting harder to anticipate and manage global risks. We take a look at some of the biggest risks and ways to mitigate them.
From family-run companies to public companies with family ownership, we tackle challenges and rewards facing family businesses.
Inside the market's biggest sectors with a look at the trends, companies and trades netting profits for investors.
It’s never too early to involve your children in money matters.
Workers often roll existing 401(k) funds into new IRAs, but there are at least 4 scenarios where doing so could be a mistake.
For your estate plan to remain valuable, avoid these eight mistakes, from "setting and forgetting" to picking the wrong trustee.