Many investor clients of financial advisors are clueless or unaware of hidden fees or non-transparent fees they pay as part of investment management.» Read More
Consumers would do well to follow these financial survival skills, according to Eleanor Blayney, consumer advocate for the CFP Board.
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.
Online financial start-ups offer low-cost guidance based on an investor’s age and risk tolerance.
To choose the right financial professional to help you manage your portfolio, you need to understand the different services they offer.
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.
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.
There are really no problem clients so much as there are clients in problematic situations, says adviser Dan Mathews of Stepp and Rothwell.
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.
When it's time to cut ties, make sure you know what to do and when to do it.
It may be a no-brainer to hire an adviser to manage your investment account, but what about your IRA and 401(k)?
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.
Wall Street’s shedding jobs, so why not start your own business. You may be an investment guru but are you a general manager?
Sure, investment returns grab the headlines, but fees fatten the top and bottom line, which makes expansion into other services tempting.
It’s important to distinguish between high-maintenance clients (who need a lot of hand holding) and problem ones (who want the impossible).
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
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.
If you want to avoid falling prey to someone like Bernie Madoff, the first and most surprising rule you should adopt: Don't trust your neighbors' referral, or your friends'.
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.
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.
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.
It's the season of giving, and also of charity scams. Watch out for these crowdfunding and online tricks.
Many financial advisor clients are unaware of hidden or non-transparent fees they pay as part of investment management.
There's no need to pay full price for luxury gifts on your Christmas shopping list.