Sarah O'Brien is a business writer who specializes in personal finance, real estate and corporate finance.
The growth of robo-advisors has forced traditional advisor firms to strategize and rethink the services and value they provide to clients.
Automated, algorithm-based robo-advisor portfolio managers are gaining a foothold with some traditional financial advisory firms.
Advisors recommend several steps right away if you lose your job, such as cutting costs until you know where new income will come from.
From automated reporting systems to videoconferences, technology is changing how independent RIAs are serving their clients.
The sandwich generation, in their 40s and 50s, is overwhelmed by competing obligations, having to care for both kids and aging parents.
Protecting a stock portfolio against market volatility means diversifying into an array of sectors that buffer holdings.
A unique breed of financial advisors is growing in numbers as investors demand access to a broad array of investment and advice options.
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.
Craig Cowles of Cardinal Wealth Advisers tells CNBC which key considerations he relies on to accurately gauge his clients' risk tolerance.
Many worry about market risk, but young investors saving for retirement can relax, say advisors. Near-retirees, however, should be careful.