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Advisor Insight


  • How to make that nest egg last a lifetime Friday, 1 May 2015 | 10:00 AM ET
    Senior couple on park bench

    Due to a longer life expectancy, Americans need more retirement income than past generations. Here are four ways to fortify your nest egg.

  • Study: 33% of Americans have no financial plan Wednesday, 29 Apr 2015 | 8:00 AM ET
    Savings piggy bank

    A new study finds that while most Americans think their finances need improvement, more than a third still do nothing about it.

  • What is keeping investors awake at night? Monday, 27 Apr 2015 | 9:00 AM ET
    Traders work on the floor of the New York Stock Exchange.

    Advisors are fielding more client calls than ever as markets soar, the Fed ponders a rate rise and health costs continue to escalate.

  • Empty pockets? Try these 20 money-saving tips Friday, 24 Apr 2015 | 5:46 PM ET

    In a world of instant gratification, it's important to learn to save and manage money. Here are 20 novel ways to save and build a nest egg.

  • 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

    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

    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.

Financial Advisors

Latest Special Reports

  • Financial Advisor

    CNBC looks at how technology, product development, succession plans and client relations impact financial advisory firms.

  • Waitress tablet

    Trailblazers leveraging the power of technology and innovation to grow their business—and disrupt the competition.

  • Is an active twist on passive investing the right portfolio move? An inside look at the rise of ETF strategists.

Financial Advisor Council