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Advisor Insight

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  • Robo-advisors vs. the human touch Tuesday, 21 Apr 2015 | 10:03 AM ET

    Traditional financial advisors and new automated robo-advisor competition differ in price, services, approach and degree of personalization.

  • For retirees, downsizing has many upsides Monday, 20 Apr 2015 | 9:00 AM ET

    While many retirees opt to downsize their home to save money, a move should also be about location and quality of life, say experts.

  • Don't leave your inheritance to Uncle Sam Wednesday, 15 Apr 2015 | 10:00 AM ET
    Senior man looking at paperwork

    An airtight estate plan takes the guesswork out of who gets what when you die and delineates your wishes for end-of-life medical decisions.

  • These bad decisions could crack your nest egg Tuesday, 14 Apr 2015 | 9:00 AM ET

    Bad decisions can undermine a lifetime's worth of financial planning. Here's a look at five of the worst mistakes retirees often make.

  • Retirement savings last on Americans' to-do lists Thursday, 9 Apr 2015 | 8:00 AM ET
    To Do List

    Financial services firm Edward Jones found 45 percent of workers are not saving for retirement, with young people the worst offenders.

  • Parents should know ABCs of special needs trusts Wednesday, 8 Apr 2015 | 8:00 AM ET
    Parent child holding hands

    How you distribute assets to a special needs beneficiary impacts not only eligibility for government benefits but also quality of life.

  • Buyer beware! The top 10 investment scams Tuesday, 7 Apr 2015 | 9:00 AM ET
    Mousetrap with money

    A look at the 10 most common investment scams, from Ponzi/pyramid schemes and life settlements to potentially shady annuities sales.

  • Scared to outlive your nest egg? Read this. Thursday, 2 Apr 2015 | 8:00 AM ET
    Percent button on calculator

    It's wise to ask whether the 4 percent withdrawal rule is valid. The answer depends on asset allocation, time horizon and portfolio costs.

  • Being stuck in sandwich generation is no baloney Tuesday, 31 Mar 2015 | 9:00 AM ET
    Sandwich generation

    The sandwich generation, in their 40s and 50s, is overwhelmed by competing obligations, having to care for both kids and aging parents.

  • Sun, fun—and no taxes? Set goals before retirement Wednesday, 25 Mar 2015 | 9:00 AM ET
    Seniors retirement couple golf

    Whether retirees relocate for lifestyle or finance, they should blend life goals into spending plans—the best way to achieve true wealth.

  • Knowing when to walk away from an investment Tuesday, 24 Mar 2015 | 10:00 AM ET
    exit

    Few have the time, knowledge and luck to beat the market. Instead, sell in a systematic, disciplined way to stay properly diversified.

  • Points to ponder when Fed raises interest rates Monday, 23 Mar 2015 | 8:00 AM ET
    Janet Yellen speaking on March 18, 2015.

    With interest rates possibly set to rise, here are four steps—from portfolio reallocation to bond evaluation—that investors should consider.

  • Hanging up on student-loan debt collectors forever Saturday, 21 Mar 2015 | 9:03 AM ET
    President Barack Obama prepares to sign the presidential memorandum on the Student Aid Bill of Rights in the Oval Office of the White House on March 10, 2015.

    You can take control of your student loan debt and tame the antics of debt collectors in 6 simple steps, writes credit expert Diana Nichols.

  • When clients keep a secret from their advisors Tuesday, 17 Mar 2015 | 9:00 AM ET
    Secret

    Everyone has secrets, but when they are major financial non-disclosures kept private from advisors, they can have serious consequences.

  • Obama needs to loosen grip on retirement plans Monday, 16 Mar 2015 | 9:00 AM ET
    Financial Freedom

    The retirement savings system is broken; it's time to decouple 401(k) plans from employers and free Americans to invest as they see fit.

  • They did what? Tales of dumb investor moves Friday, 13 Mar 2015 | 8:54 AM ET
    Dunce cap

    Financial advisors sometimes find themselves talking even the most intelligent and organized clients off of crazy financial cliffs.

  • A Warren Buffett move many boomers are following Monday, 9 Mar 2015 | 8:00 AM ET
    Last Will and Testament

    Warren Buffett is leaving his billions to charity, and many boomers are following suit to avoid turning their kids into rich loafers.

  • Robo-advisors have yet to prove worth: Analysts Monday, 2 Mar 2015 | 8:00 AM ET
    Robotic investing

    Observers say robo-advisors—yet to attract many assets—have failed to show why they're a better alternative to human advice.

  • Guarding your nest egg against health-care cracks Thursday, 26 Feb 2015 | 9:00 AM ET
    Medicine doctor blood pressure

    Effective savings strategies and a healthy lifestyle can help create a cushion in your retirement nest egg for future health-care needs.

  • Should brokers be subject to fiduciary standard? Thursday, 26 Feb 2015 | 10:00 AM ET
    President Barack Obama

    President Obama supports holding more financial advisors to a fiduciary standard. Should brokers be subject to that "higher" standard?

Financial Advisors

Latest Special Reports

  • CNBC’s first-ever exclusive survey of Americans with $1 Million or more in investable assets.

  • Small business woman

    For Small Business Week, CNBC goes coast-to-coast and out onto Main Street with business owners powering the US economy.

  • Whether you're young and just getting started investing or moving closer to retirement, factoring in age will keep you ahead of the game.

Financial Advisor Council

  • Shannon Eusey

    Shannon Eusey is a founder of Beacon Pointe Advisors.

  • Geri Pell

    CEO, Pell Wealth Partners, an Ameriprise private wealth advisory.

  • Grant Rawdin

    Grant Rawdin is founder and CEO of Wescott.