Craig Cowles of Cardinal Wealth Advisers tells CNBC which key considerations he relies on to accurately gauge his clients' risk tolerance.» Read More
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.
Financial advisors can find themselves steering clients away from odd investment ideas, from strip club start-ups to marijuana farms.
Online wealth management services bring financial advice to the masses, but retirement planning still requires an advisor's human touch.
The health- and long-term-care costs of retirement can seem daunting, but careful advance planning can help put things in perspective.
Finding the right advisor can get complicated. Manisha Thakor of Buckingham and the BAM Alliance shares five questions to vet candidates.
Sharon Epperson discusses a retirement game plan for athletes and Gen Y fans with Mike and Ryan Alfred, founders of BrightScope.
As interest grows in alternative investments, are rare coins and stamps good bets for investors who might not be avid collectors?
Older job seekers don't have it easy, facing hurdles—from pay cuts to ageism—that make finding and keeping work difficult.
Vet prospective financial advisors by asking six questions, covering everything from how they're compensated to how they invest.
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Advisors can use social media to boost business but deploying it successfully means always repurposing unique content.
Craig Cowles of Cardinal Wealth Advisers tells CNBC which key considerations he relies on to gauge his clients' risk tolerance.
Observers say robo-advisors—yet to attract many assets—have failed to show they're a better alternative to human advice.