The CNBC Digital editorial team presents its inaugural list of the Top 100 Fee-Only Wealth Management Firms in the U.S., compiled with Meridian-IQ.» Read More
New fee-only advisors will find higher costs and more competition, but industry pioneers share tips on succeeding in this growing business.
The competitiveness of your local economy and quality of its real estate market impact your wealth and your investment portfolio.
Top wealth management firms don't see robo-advisors as immediate threats but say they could eventually have a major impact on the market.
After a failed run for political office broke the bank, a middle-aged couple turns to an advisor to help them get back on track.
Intense compounding of leverage-fueled return rates on "safe" hard assets led many Gen Xers into part-time landlord gigs that then failed.
Here’s what your financial advisor won’t tell you — and the questions you should be asking, says portfolio manager James Sanford.
Could you be the next worst-case-investor scenario? If you think that’s impossible, you’re probably a step closer to making the worst come true.
Investors gravitate toward RIAs, who have shifted wealth management from sales to planning and from product commissions to fiduciary fees.
On the surface, robo-advisors look like a disruptive force. But in time we may consider them an evolution of the traditional advice model.
Advisors are starting to specialize in niche markets and look to less-wealthy clients as competition for high-net-worth customers increases.
Millionaires make some of the same investment mistakes as everyone else. It's just that their mistakes can cost more.
Technology will have a major impact on advisor firms as they look to leverage solutions to provide better experiences for clients.
Robo-advisor firms are positioning themselves to cater to underserved investors who do not meet traditional wealth-management minimums.
Thanks to an ever-widening wealth gap in the U.S., financial advisors may turn to tech solutions to better serve less-affluent clients.
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The Internal Revenue Service expanded dollar limitations for some pension plans based on cost-of-living adjustments.
It’s never too early to involve your children in money matters.
Workers often roll existing 401(k) funds into new IRAs, but there are at least 4 scenarios where doing so could be a mistake.
Advisors say it's time to get serious about year-end financial plans, like taxes and portfolio re-balancing.
With the world becoming more interconnected, it’s getting harder to anticipate and manage global risks. We take a look at some of the biggest risks and ways to mitigate them.
From family-run companies to public companies with family ownership, we tackle challenges and rewards facing family businesses.