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.» Read More
Succession planning for financial advisors is essential because it's about protecting and ensuring that clients' needs are properly met.
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.
The decision to file as early as possible for Social Security benefits will cost many Americans hundreds of thousands of retirement dollars.
Short-term bias in thinking inhibits our ability to deal with long-term issues—challenges like preparing for a secure retirement.
92 percent of respondents to a CNBC poll said they would not move 401(k) savings into a pension, as allowed under new regulations.
Year-end client meetings are key because they allow financial advisors the chance to set realistic expectations about portfolio risk.
Individuals should put a bonus to work in a retirement plan rather than view it as money that's above and beyond normal income.
Senior editor at large Jim Pavia discusses using options strategies against market drag with Carson Wealth research director Brett Carson.
In year-end meetings, advisors are helping clients stressed out by the economy and government to get their financial houses ready for 2015.
Retirement means shifting from putting money into retirement accounts to taking money out. Take these 7 steps to streamline finances.
Americans will change bad spending and saving habits only when financial literacy efforts start to leverage big data and digital tools.
Financial education programs abound for current and former military service members. How well they work is another story.
Ed Butowsky, managing partner at Chapwood Investments, gives his take on the increasing popularity of alternative asset strategies.
A great number of investments, many falling into the "alternative" category, simply don't deserve your attention—or dollars.
Traditional and Roth IRAs are both smart ways to grow retirement savings in a tax-efficient way—but the similarities end there.
When shopping for a financial advisor, it's important to carefully do your due diligence to ensure you're getting the value you deserve.
Betterment Institutional hopes their cheap and automated personal investing platform will also catch on with financial advisors.
Not every financial advisor is running to join the ETF bandwagon. CNBC FA Council member Tim Maurer gives three reasons to avoid ETFs.
The U.S faces a crisis as baby boomers head into retirement, partly as a result of the inequality of employees' retirement savings vehicles.
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Financial advisors stress that now is the time for investors to get serious about year-end financial planning checkup.
Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.
The nexus of technology -- cloud, social, mobile and data -- are transforming user behaviors and creating new businesses.
Advisors recommend you reassess your financial plan after major life events to ensure you are shielded from financial curveballs.
MarketCounsel's Brian Hamburger points to the parts of the SEC's Form ADV that help consumers find a financial advisor.
More Americans are working past retirement age, either by necessity or choice—or, increasingly, a combination of both.