With 1 in 5 Americans a victim of credit-report errors, an annual financial checkup is just as important as a yearly physical.» Read More
An inability to attract young people is challenging a financial advisory industry facing a wave of advisor retirements in the next two decades.
The CNBC Digital editorial team presents its inaugural list of the Top 100 Fee-Only Wealth Management Firms in the U.S., compiled with Meridian-IQ.
Thanks to an ever-widening wealth gap in the U.S., financial advisors may turn to tech solutions to better serve less-affluent clients.
Retirees face the challenge of generating and maintaining the income they need in retirement but a solution called "reverse engineering" can help.
A primer on credit scores, which determine consumer access to money in the form of interest rates, savings and access to jobs and housing.
Second only to mortgages as the largest form of debt, student loans affect nearly 40 million Americans, many of whom may never recover financially.
Men are overconfident and women too timid. Or so go the clichés about gender and investing. Here's the truth and how it can help you plan finances.
Making trades based on emotion, whether on the market or individual stocks, can be treacherous without sufficient knowledge and research.
Student loans are the fastest-growing form of consumer debt in America, spurring some graduates to tackle their loans by investing.
Finding a financial advisor is the first step toward economic health, so rely on trusted recommendations, see several candidates and ask questions.
Succession planning isn't easy for financial advisors. It takes a long time—five to 10 years—and it's emotional and messy. But it's also critical.
Older Americans are delaying their retirement plans. Not so fast, according to advisors in a CNBC Digital/FPA survey.
As aging advisors retire and few young replacements enter the industry, FAs without succession plans put their retirement, and clients, at risk.
Collaborative divorce, in which divorcees negotiate outside of court with help from neutral professionals, can ease much of the trauma of separating.
From Pez dispensers to duck decoys, passionate but savvy investors are amassing collections of offbeat and oddball items for both love and money.
20-somethings may regard financial planning as premature, but there are strategies millennials can implement regardless of debt or income level.
Joshua Harris said it's a "time to be cautious" and that Apollo is still looking for investments in sectors that are still relatively depressed.
It's only a matter of time before interest rates rise. Investors who haven't repositioned bond allocations in portfolios should do so soon.
While most retirees don't need to have life insurance, others--such as debtors, investors and those with disabled children--may want to keep coverage.
The final stage of recovery for a widow—transformation—is a time of fulfillment, when she is ready for more advanced wealth-management issues.
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The day you stop working will be here before you know it, making preparation now key to enjoying your golden years.
In-depth coverage on Alibaba's IPO, including roadshow coverage, expert analysis, and Alibaba's stock price.
Exploring smart growth strategies and industries, and the companies moving them forward.
With 1 in 5 Americans a victim of credit-report errors, an annual financial checkup is just as important as a yearly physical.
Most investing education focuses on how to buy stocks rather than how to sell them, but the decision about when and why to sell is critical.
A start-up Brooklyn church has begun offering financial literacy lessons to millennial "hipsters" gentrifying its neighborhood.