Money Talks: Advice and the Adviser
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Whatever the fixes to the fiscal cliff mean to your wallet, the start of a new year is a great time to take your financial future into your own hands.
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Top Cities for Financial Adviser StartupsBy: CNBC.com
New financial advisory firms are popping up around the U.S., as veteran brokers leave big firms to build their own. These 10 are startup hotbeds.
Your Business
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Dealing With a Problem ClientBy: Michelle Lodge,|Special to CNBC.com
It’s important to distinguish between high-maintenance clients (who need a lot of hand holding) and problem ones (who want the impossible).
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From Boutique to Supermarket: When Financial Firms Decide to ExpandBy: Alec Foege,|Special to CNBC.com
Sure, investment returns grab the headlines, but fees fatten the top and bottom line, which makes expansion into other services tempting.
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Leaving the Street to Go SoloBy: Michelle Lodge|Special to CNBC.com
Wall Street’s shedding jobs, so why not start your own business. You may be an investment guru but are you a general manager?
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The markets are trickier than ever, technology is a bear and the parade of complex products with odd names is enough to make your head spin.
Your Money
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Safeguarding Your Assets Against the Hazards of a LawsuitBy: Paul Sullivan | The New York Times
Professionals, like doctors and lawyers and anyone else who might be sued, should work with an adviser to keep creditors from cleaning them out if they lose in court
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What’s best for you depends on the size of your portfolio, your risk tolerance and how your adviser gets paid.
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It may be a no-brainer to hire an adviser to manage your investment account, but what about your IRA and 401(k)?
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When it's time to cut ties, make sure you know what to do and when to do it.
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Financial Jargon Your Adviser May Throw at YouBy: CNBC.com
The world of finance is loaded with technical concepts and complicated terminology, much of it vital shorthand for industry participants. It is likely your advisers will fall back on using jargon when soliciting your business and managing your financial accounts. Here is a guide to some financial terms.
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Finding Help for the Real Estate Baron in YouBy: Alec Foege |Special to CNBC.com
Many people get into real estate as a hobby or for a little extra income, but what happens when a part-time pursuit becomes a full-fledged business.
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When Advisers Change Jobs, Ask Questions Before Tagging AlongBy: Paul Sullivan, | The New York Times
With financial advisers moving from one firm to another more frequently than in the past, chances are you'll have an opportunity to review your needs.
Video
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Only 30 percent of Americans who have access to 401(k) plans actually have advantage of them, with Chad Parks, The Online 401(k) president, and Rebecca Davis, Pension Rights Center.
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New studies show young adults are saving more, and Douglas McIntyre, 24/7 Wall Street; Manisha Thakor, MoneyZen Wealth Management; and Terry Duffy, CME Group Executive Chairman, discuss whether this could help or hurt our consumer-driven economy.
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America's student loan debt has hit a new record. CNBC's Scott Cohn reports on the real cost of college and provides a look at some of the ugly numbers.
Commentary
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Try Candor and Humility With Your ClientsBy: Mark Hebner, Index Funds Advisors PresidentCNBC-YPO Chief Executive Network Member
The way to foster long-term relationships is to admit that we cannot know what the markets will do, says Mark Hebner, president of Index Fund Advisors.
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Problem Clients? No Problem at AllBy: Dan Mathews, CFP®, Stepp HKSCKPVIamp; Rothwell
There are really no problem clients so much as there are clients in problematic situations, says adviser Dan Mathews of Stepp and Rothwell.
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Focus on Money Matters, Not Investment ReturnsBy: Marilyn Capelli Dimitroff, CFP®, President, Capelli Financial Services
For financial advice, take the focus off the factors we can't control and move it to the things we can. It requires robust communication and periodic reassessment, according to Marilyn Capelli Dimitroff of Capelli Financial Services.
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New Definition of Success? SurvivalBy: Eleanor Blayney, CFP®, Consumer Advocate for the CFP Board
Consumers would do well to follow these financial survival skills, according to Eleanor Blayney, consumer advocate for the CFP Board.
Slideshows
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Financial Jargon Your Adviser May Throw at YouBy: CNBC.com
The world of finance is loaded with technical concepts and complicated terminology, much of it vital shorthand for industry participants. It is likely your advisers will fall back on using jargon when soliciting your business and managing your financial accounts. Here is a guide to some financial terms.
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According to the latest quarterly filings, only 24 companies in the S&P 500 reported having zero debt on their balance sheets. Which S&P 500 companies are debt free and cash rich? Click ahead to find out.
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Following is a list of favorite dividend yielders from our pros. These are companies the Fast Money gang says offer a strong return and have strong fundamentals, too.