Automated, algorithm-based robo-advisor portfolio managers are gaining a foothold with some traditional financial advisory firms.» Read More
Financial advisors recommend couples discuss financial matters—from debts and budgeting to goals and estate plans—before tying the knot.
Alternative investments, now widely available, can be confusing, but advisors can help cautious investors find the right fit.
Stocks and bonds are still strong, so many financial advisors plan to counsel clients to stay the course with asset allocation in 2015.
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.
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Automated, algorithm-based robo-advisors are gaining a foothold with some traditional financial advisory firms.
Income from corporate jobs can yo-yo like stocks, while pay from tenured or government jobs behaves more like bonds.
An airtight estate plan takes the guesswork out of who inherits what and clearly defines end-of-life medical decisions.