Many agree that today's regime for examining the some 11,500 registered investment advisors in the U.S. is inadequate. » Read More
Advisors and assets continue to migrate from the investment sales model of Wall Street wirehouses to the fiduciary model of fee-based RIAs.
When you switch jobs or retire, you face a critical choice. Here are the pros and cons of rolling over your retirement plan.
Whether retirees' nest eggs are full, emptied or never feathered, three simple steps can put some wind beneath financial wings late in life.
Consumers who use a financial advisor as their intermediary can avoid the most common estate-planning and last will and testament errors.
The years just before leaving work are critical in ensuring a secure retirement, so avoid these missteps many 50- and 60-somethings make.
New fee-only advisors will find higher costs and more competition, but industry pioneers share tips on succeeding in this growing business.
The competitiveness of your local economy and quality of its real estate market impact your wealth and your investment portfolio.
Top wealth management firms don't see robo-advisors as immediate threats but say they could eventually have a major impact on the market.
After a failed run for political office broke the bank, a middle-aged couple turns to an advisor to help them get back on track.
Intense compounding of leverage-fueled return rates on "safe" hard assets led many Gen Xers into part-time landlord gigs that then failed.
Here’s what your financial advisor won’t tell you — and the questions you should be asking, says portfolio manager James Sanford.
Could you be the next worst-case-investor scenario? If you think that’s impossible, you’re probably a step closer to making the worst come true.
Investors gravitate toward RIAs, who have shifted wealth management from sales to planning and from product commissions to fiduciary fees.
On the surface, robo-advisors look like a disruptive force. But in time we may consider them an evolution of the traditional advice model.
Advisors are starting to specialize in niche markets and look to less-wealthy clients as competition for high-net-worth customers increases.
The CNBC Digital editorial team presents its inaugural list of the Top 100 Fee-Only Wealth Management Firms in the U.S., compiled with Meridian-IQ.
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Oil, Treasurys, currencies or stock indexes ... You can lose money fast, speculating on asset price movements with futures.
With commitment and patience, financial advisors say there are ways to repair your financial situation and up your credit score.
Who's responsible for debt left behind by loved ones? It depends on type of debt, but the answer usually is: Not you.
With computers in our cars, in our pockets, on our wrists, and on our faces, we have faster, broader access to content than ever before. Host Carl Quintanilla explores this new world in "Binge."
Advisor-centric content with guest columns covering practice management, investment strategies and marketing/social media.
A look at 50 private companies set to reshape the business landscape.