Compliance costs, competition from "robo-advisors' and tempering clients' taste for risk are challenges for many advisors this year.» Read More
Stocks and bonds are still strong, so many financial advisors plan to counsel clients to stay the course with asset allocation in 2015.
The fund industry is debuting ever more mutual fund and ETF product addressing investors' risk, income-generation and consistent-return concerns.
While the rules for calculating AMT haven't changed much, the increase in top marginal tax can make a tax-planning difference for small businesses.
One fund manager is proving that the use of psychology is key to building mutual funds with big returns.
As trust beneficiaries feel the bite of Obamacare's 3.8 percent investment income tax and higher rates, estate planners look to reduce it.
Financial advisors advise against riskier, potentially more profitable portfolio allocations in the interest of long-term stability.
The financial services industry, not necessarily helping investors paralyzed with indecision by devising more portfolio choices, should limit options.
U.S. investments in Russia and Ukraine are not likely to be heavily impacted, long term, by current military and political tensions.
U.S. investors are pumping money into world equity markets, where Europe and Asia offer growth but emerging markets and commodities pose challenges.
Financial resolutions for 2014 should include longer-term planning and a customized approach to investing, to protect against market volatility.
Fund managers have put more of their assets into cash than at any time since July 2012.
A well-conceived portfolio, diversified across domestic and international equity and bond positions, should survive some downside surprises.
Investors looking to reduce exposure to stocks while keeping their money working for them should check investments in long/short equity mutual funds.
The 2013 trend was toward positive net flows for mutual funds and ETFs. This trend will likely remain positive but volatile in the short term.
Jim Pavia, CNBC Digital's senior editor at large, caught up with some financial advisors at TD Ameritrade's National Conference, held last week in Orlando. The advisors remain bullish on stocks and have addressed concerns with their clients to a possible bubble in the market.
You’re young and just came into some money. You’d like to pile it away for a few decades in a low-cost fund. What’s the best ‘Desert Island Fund’?
Survey of financial advisors by CNBC and the Financial Planning Association finds a preference for stocks, overseas markets and strategic investing.
Jim Pavia, CNBC Digital's senior editor at large, caught up with some financial advisors at TD Ameritrade's National Conference, last week in Orlando. Advisors discussed concerns their clients have raised in the new year. While they admit they're looking for signs of a possible bubble in the market, they remain bullish on equities and the economy.
Automakers should watch their bloated inventories even though 2014 seems like it will be a good year for car sales, AutoNation's Mike Jackson says.
The January stock barometer has been right in 62 of the last 85 years.
Get the best of CNBC in your inbox
Whether you're young and just getting started investing or moving closer to retirement, factoring in age will keep you ahead of the game.
For Small Business Week, CNBC goes coast-to-coast and out onto Main Street with business owners powering the US economy.
Tips on the best-performing portfolio strategies and global market trends that can help you become a smarter investor.
A PR plan is essential for growth, but a new study found only 32 percent of advisors have a position dedicated to marketing.
Americans worry they will outlive their retirement savings; here are four ways to fortify a nest egg before retirement.
It's reasonable to want to help adult children financially, but doing so can endanger your own retirement, say advisors.