The IRS is warning taxpayers about groups pretending to be a charitable organization to attract donations from unsuspecting contributors.» Read More
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.
Advisors at the 2015 TD Ameritrade conference remain upbeat about the U.S. market despite recent volatility and say clients should be, too.
If you're lucky enough to hit the jackpot, the right financial planner can help you avoid mistakes that have bankrupted other winners.
Paying the alternative minimum tax is now unavoidable for many wage earners in high-tax states, but some strategies can make it bearable.
Many worry about market risk, but young investors saving for retirement can relax, say advisors. Near-retirees, however, should be careful.
CNBC's Financial Advisor Council weighs in on the impact of possible rising interest rates on investors, at the 2015 TD Ameritrade confab.
As more boomers regard retirement as a stepping stone to a new profession, a dilemma has arisen: When to cut bait to pursue a passion.
Compliance costs, competition from "robo-advisors' and tempering clients' taste for risk are challenges for many advisors this year.
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In this ever increasing volatile world only leaders who can manage fast change can survive and prosper.
Famous founders reveal their secrets on how to build an iconic company—and change the world in the process.
Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.
The IRS is warning taxpayers about groups acting as a charitable organization to attract donations from unsuspecting contributors.
American women save less for retirement than men and invest too conservatively, according to a survey from BlackRock.
Advisors can use social media to boost business but deploying it successfully means always repurposing unique content.