The government has appointed Comerica as administrator for President Obama's myRA savings scheme but no private employers have signed up.» Read More
Life insurance often gets short shrift, thanks to people's preconceived ideas, which, say advisors, results in some fairly common mistakes.
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.
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.
Craig Cowles of Cardinal Wealth Advisers tells CNBC which key considerations he relies on to accurately gauge his clients' risk tolerance.
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.
Hearsay is introducing a set of tools focused on financial services to help advisors keep their jobs in the face of robo-advisors.
ETF portfolios will be the future default because of lower costs, more transparency and greater liquidity and tax advantages.
Many married individuals feel safer than singles when it comes to finances. But financial advisors say it's a false sense of confidence.
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.
Exchange-traded funds are booming, but advisors caution clients to weigh the pluses and minuses before abandoning mutual funds for ETFs.
A survey of the new CNBC Financial Advisor Council finds members bullish on emerging markets as a good way to ride out market volatility.
The Super Bowl stocks indicator has fascinated investors since 1978. Bob Johnson, president of The American College, dissects the theory.
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Tips on the best-performing portfolio strategies and global market trends that can help you become a smarter investor.
CNBC looks at how technology, product development, succession plans and client relations impact financial advisory firms.
Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.
CNBC Digital Financial Advisors Council member Tim Maurer shares 10 tips advisors can use to differentiate themselves.
Advisors find themselves counseling clients as markets soar, the Fed ponders a rate rise and health costs continue to escalate.
Robo-advisors have forced traditional advisors to strategize and rethink the services and value they provide clients.