Americans working overseas remain subject to U.S. tax law and may face restrictions on investment and access to credit at home and abroad.» Read More
Most Americans want to find a way to stay in their own homes, close to family and friends, during their golden years.
The Chinese-American market remains largely untapped by financial advisors, who are challenged by cultural and linguistic differences.
Traditional financial advisors and new automated robo-advisor competition differ in price, services, approach and degree of personalization.
Several public and private initiatives are helping woman-run businesses face challenges such as access to capital and lack of mentoring.
Studies show two-thirds of advisors have no succession plan, but crafting one is key to ensuring peace of mind for clients and employees.
A family home may house fond memories, but it can be a millstone for retirees, who should weigh leveraging home equity to stretch savings.
Geri Pell, CEO of Pell Wealth Partners, explains how social impact investing integrates environmental, social and governance factors.
If retiring soon, a good back-of-the-napkin estimate is to have a portfolio about 25 times the value of your annual retirement income.
Pending June's Supreme Court ruling on same-sex marriage, married gay and lesbian couples face challenges due to the uneven legal landscape.
Classic retirement calculators don't factor in important variables such as spousal Social Security and where investors plan to retire.
This year's NFL draft will mint scores of new millionaires, but many who get rich quick lose it just as fast. Here are 8 tips to stay rich.
We all dream of what we'll do in retirement, but many people about to retire, no matter their finances, fear they're not prepared emotionally.
Career coaches help clients with everything from creating a social media presence to emotional issues, such as improving work-life balance.
A PR plan is essential for growth, but a new study found only 32 percent of advisors have a position dedicated to marketing.
Due to a longer life expectancy, Americans need more retirement income than past generations. Here are four ways to fortify your nest egg.
It's reasonable to want to help adult children financially, but doing so can foster dependence and endanger your retirement, say advisors.
The oldest boomers turn 69 this year, yet many are not ready to stop working—transforming not just retirement but the workplace itself.
A new study finds that while most Americans think their finances need improvement, more than a third still do nothing about it.
CNBC Digital Financial Advisors Council member Tim Maurer shares 10 tips advisors can use to differentiate themselves from the competition.
Advisors are fielding more client calls than ever as markets soar, the Fed ponders a rate rise and health costs continue to escalate.
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CNBC looks at how technology, product development, succession plans and client relations impact financial advisory firms.
Trailblazers leveraging the power of technology and innovation to grow their business—and disrupt the competition.
Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.
Americans working abroad are subject to U.S. taxes and may face restrictions on investment or credit at home and abroad.
Common mistakes made in retirement plans include pulling money out of bear markets and not spending wisely once retired.
Faced with a rise in online fraud, more advisors are instituting cybersecurity protocols to ensure clients' account integrity.