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Deborah Nason is freelance business journalist who covers the investment industry and personal finance.
Some advisors help their socially conscious clients build financial security, while avoiding investments that conflict with their values.
Life transitions can take years; without advisor guidance, investors can lose valuable time figuring out what to do with their money.
More boomers caring for aging parents are seeking help from the limited numbers of financial advisors fluent in elder-care issues.
Advisors focused on Gen X and Gen Y clients are blazing trails, creating new fee and service models to serve this large demographic.
Advisors focusing on women clients only are seeing big returns, as studies show a growing number of females beginning to outearn men.
Generalists are feeling pressure to specialize as studies reveal exponential growth rates for advisors offering more personalized services.
Leftover 401(k) plans—and whether to roll over, withdraw or borrow them—puzzle unemployed people, so CNBC turned to advisors for tips.
When financial advisors are direct and honest with clients about finances, it can be a growth opportunity for all concerned.
Consumers who use a financial advisor as their intermediary can avoid the most common estate-planning and last will and testament errors.
Divorce negotiations can quickly turn sour without sound legal and financial advice regarding the splitting or liquidation of assets.