Advisors often see clients' wealth later squandered by children, but parents can in fact protect their legacy from irresponsible heirs.» Read More
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.
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.
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 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.
Web-based portfolio-management tools combine powerful analytics with flat fees. But is that enough to move private investors online?
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.
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.
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.
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.
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.
It may be a no-brainer to hire an adviser to manage your investment account, but what about your IRA and 401(k)?
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).
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.
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Founder and CEO of Financially Wise Women, an investment advisory specialized in helping women and couples meet financial goals.
Richard Coppa is managing director of Wealth Health, advising high-net-worth executives and business owners.
Mark Cortazzo is senior partner and founder of MACRO Consulting Group.
Advisors often see clients' wealth squandered by children, but parents can in fact protect their legacy from irresponsible heirs.
As the market rises, now is the time to guard your portfolio against the volatility that can strike at any time.
Advisors are using exchange-traded funds in clients' portfolios, citing transparency and a demand for lower-cost investments.