Leftover 401(k) plans—and whether to roll over, withdraw or borrow them—puzzle unemployed people, so CNBC turned to advisors for tips.» Read More
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.
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.
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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.
An era of innovation dominated by secretive corporate labs is ending. Time for you to help crowdfund the future.
Tips on the best-performing portfolio strategies and global market trends that can help you become a smarter investor.
CNBC and Institutional Investor host the 4th Annual Delivering Alpha Conference.
They may not be the most desirable client segment now, but advisors need to win over Gen X and Gen Y investors.
Home sales are surging, and summer is a big season for deals. Here are eight mistakes that homebuyers need to avoid.
It's time for members of Gen X, renegades and loners, to start looking to financial experts for help with their investments.