The sandwich generation, in their 40s and 50s, is overwhelmed by competing obligations, having to care for both kids and aging parents.» Read More
As part of its consumer protection mission, the SEC has implemented examinations that all SEC-registered investment advisors must undergo.
With interest rates possibly set to rise, here are four steps—from portfolio reallocation to bond evaluation—that investors should consider.
You can take control of your student loan debt and tame the antics of debt collectors in 6 simple steps, writes credit expert Diana Nichols.
A new study finds a direct correlation between employee satisfaction and the stock performance of public companies.
CNBC looks at the top 5 large firms to work at in 2015, as voted by employees partaking in a Glassdoor Research survey.
As robo-advisors capture more market share, traditional advisory firms are considering adopting some automated services to protect their assets.
Everyone has secrets, but when they are major financial non-disclosures kept private from advisors, they can have serious consequences.
The retirement savings system is broken; it's time to decouple 401(k) plans from employers and free Americans to invest as they see fit.
A unique breed of financial advisors is growing in numbers as investors demand access to a broad array of investment and advice options.
Life insurance often gets short shrift, thanks to people's preconceived ideas, which, say advisors, results in some fairly common mistakes.
Financial advisors sometimes find themselves talking even the most intelligent and organized clients off of crazy financial cliffs.
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?
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The sandwich generation is often overwhelmed by competing obligations, having to care for both kids and aging parents.
Financial advisors are building client relationships by tapping into emotional, social and other non-fiscal needs.
Retirees should incorporate their life goals into financial plans—it's the best way to achieve true wealth.