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Advice and the Advisor

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  • Millennial ‘investors’ have some trust issues Tuesday, 29 Oct 2013 | 8:00 AM ET

    Millennials, the next generation of investors, have trust issues. They want to do business with firms that treat them fairly and with respect.

  • Fitting annuities into a retirement plan Thursday, 17 Oct 2013 | 11:33 AM ET

    While there are pros and cons to annuities, some experts say they have their place because they act as insurance policies that protect retirees.

  • Stay-at-home spouses need retirement plans Monday, 21 Oct 2013 | 7:00 AM ET

    Stay-at-home spouses and their working partners must take advantage of their various options as they create a retirement plan. Here's some advice.

  • How to Know When You Need a Prenup Tuesday, 18 Jun 2013 | 12:49 PM ET

    Prenuptial agreements are common among the financial elite. Divorce settlements can be astronomical. But in some cases, prenups may make sense for the 99 percent.

  • It's never too early to save for your retirement Monday, 30 Sep 2013 | 9:00 AM ET

    While saving on your own takes some serious discipline, even small amounts can add up over time.

  • Divorcing a Bully, Protecting Your Finances Tuesday, 18 Jun 2013 | 10:35 AM ET

    You don't have to be Rupert Murdoch or his wife, Wendi Deng, to know that divorce can require as much preparation as a military campaign.

  • Forgot to 'Google' Your Financial Advisor? Tuesday, 18 Jun 2013 | 12:46 PM ET

    Google is your best friend when it comes to catching a financial advisor with dreams of pulling off a Ponzi scheme before they make off with your money.

  • 3 Ways Boomers' Retirement Looks Better Monday, 17 Jun 2013 | 9:38 AM ET

    More upbeat about their prospects, Boomers are reshaping traditional notions of how the golden years should be lived.

  • 7 Things Your Financial Advisor Should Never Say Friday, 14 Jun 2013 | 2:44 PM ET

    If the only time you hear your advisor's voice is on their answering machine, or they're unresponsive to email, find someone else who makes time for you.

  • 5 Bond Questions to Ask Your Financial Advisor Thursday, 13 Jun 2013 | 5:54 PM ET

    The recent turmoil in the bond markets and performance dip in higher-risk bond funds is a chance for investors to reevaluate their investment approach with their financial advisor.

  • Financial Literacy Education Not Making the Grade Tuesday, 4 Jun 2013 | 7:47 AM ET

    Despite a proliferation of games and apps, and efforts by schools to teach the subject, financial literacy declined between 2009 and 2012, a survey shows.

  • Millennials Make Most of Massive Inheritance Friday, 31 May 2013 | 12:46 PM ET

    Millennials are inheriting wealth at a greater rate than the two previous generations. The good news is they may be better suited to it than their parents or grandparents.

  • Five Ways to Put Extra Cash in Your Pocket in 2013 Wednesday, 2 Jan 2013 | 7:51 AM ET

    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.

  • Would You Take Financial Advice From an Algorithm? Thursday, 23 May 2013 | 12:10 PM ET

    Web-based portfolio-management tools combine powerful analytics with flat fees. But is that enough to move private investors online?

  • Brokers-Dealers May See Fiduciary Standard Rules Soon Monday, 29 Apr 2013 | 12:00 AM ET

    Consumer advocates are concerned that fiduciary standard rules won't be strong enough to protect consumers, while registered advisors fear that complex rules will favor bigger firms.

  • Financial Advisor Fees: Understand Services, Costs Monday, 29 Apr 2013 | 12:00 AM ET

    Each of the three different advisor models creates different incentives, which is why it pays to understand them when selecting your financial planner. Be selective.

  • New Definition of Success? Survival Monday, 8 Oct 2012 | 12:06 PM ET

    Consumers would do well to follow these financial survival skills, according to Eleanor Blayney, consumer advocate for the CFP Board.

  • Students Face Their Own Debt Bubble     Thursday, 18 Oct 2012 | 8:14 AM ET

    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 Wealth Management Targets Tech-Savvy Clients Monday, 29 Apr 2013 | 12:00 AM ET

    Online financial start-ups offer low-cost guidance based on an investor’s age and risk tolerance.

  • Know the Ropes When Shopping for a Financial Pro Monday, 29 Apr 2013 | 12:00 AM ET

    To choose the right financial professional to help you manage your portfolio, you need to understand the different services they offer.

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