The government has appointed Comerica as administrator for President Obama's myRA savings scheme but no private employers have signed up.» Read More
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.
Financial advisors recommend couples discuss financial matters—from debts and budgeting to goals and estate plans—before tying the knot.
Possible market corrections and rising rates are fueling a push into alternative investments but advisors say investors should be cautious.
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.
Looking to avoid taxes on Roth IRA conversions? Choose a "backdoor" Roth or wait for a life event to lower your tax bracket.
As an individual investor, you should be armed with information: Do you know the difference between a fiduciary and a suitability standard?
Investors adding liquid alternatives to portfolios must know that research, moderation and patience are key to success in this asset class.
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.
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Automated, algorithm-based robo-advisors are gaining a foothold with some traditional financial advisory firms.
Income from corporate jobs can yo-yo like stocks, while pay from tenured or government jobs behaves more like bonds.
An airtight estate plan takes the guesswork out of who inherits what and clearly defines end-of-life medical decisions.