Observers say robo-advisors—yet to attract many assets—have failed to show why they're a better alternative to human advice.» Read More
Partners need to work together to make, manage and invest their money, or only one outcome is possible: They lose it all.
Advisors at the 2015 TD Ameritrade conference remain upbeat about the U.S. market despite recent volatility and say clients should be, too.
If you're lucky enough to hit the jackpot, the right financial planner can help you avoid mistakes that have bankrupted other winners.
Paying the alternative minimum tax is now unavoidable for many wage earners in high-tax states, but some strategies can make it bearable.
Traditional financial advisors see automated online competition as a threat, but the robo-advisor paradigm can benefit planners and clients.
Although pricey, long-term care insurance policies can help defray the sky-high costs of medical care for many elderly patients.
Divorce rates rise each January, and money matters play a large role, but these 4 tips and the help of an advisor can ensure wedded bliss.
Due to tax implications, it's best for those with urgent financial needs to seek additional fund sources other than 401(k) retirement plans.
Americans leave tens of thousands on the table by claiming Social Security benefits at the wrong time, but financial advisors can help.
There are several ways and reasons to tap retirement funds before age 59½, but advisors say loss of future gains might not be worth the cash today.
Common mistakes people make with estate plans are easy to fix, but it's key to review or update documents regularly, say financial advisors.
You can now roll your 401(k) assets into your company's pension plan and the Pension Benefit Guaranty Corp. will guarantee the portion you roll over.
Growth in target-date funds and robo-advisors has led many to believe there's no point in paying advisors for help with asset allocation.
A Morningstar five-star rated fund manager reveals the secrets to his success and what he's looking for in 2015.
Some advisors say if you have the wherewithal and know-how, build a 401(k) portfolio that provides an individualized investment approach.
Successful investing boils down to creating consistent, winning strategies and regularly measuring them, author Tony Robbins tells CNBC.
Given low bond yields, the less risky side of asset allocation strategies could use revising, such as the use of merger arbitrage funds.
Investors sell at the worst time and wait too long to get back into stocks. The 'market top' and 'going to cash' calls aren't a strategy.
Women want skilled financial advisors, but they also demand transparency, reliability, understandability, sensitivity and thoughtfulness.
Asset size, number of heirs, life events, tax law and even the economic climate can impact how you should craft your estate plan.
Advisors can use social media to boost business but deploying it successfully means always repurposing unique content.
Craig Cowles of Cardinal Wealth Advisers tells CNBC which key considerations he relies on to gauge his clients' risk tolerance.
Observers say robo-advisors—yet to attract many assets—have failed to show they're a better alternative to human advice.