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There are many college-savings options worth considering, so compare and choose the plan that makes sense for your financial situation.
Helping millennials learn the benefits of compounding can be personally rewarding—and will help you establish a future client base.
Studies show women are less confident about money than men, so advisors are helping them bridge the still-wide financial literacy gap.
The San Francisco 49ers have taken the unusual step of creating their own investment program for players with robo-advisor firm Wealthfront.
When it comes to making retirement planning and related investment issues a high priority, we are truly a nation of procrastinators.
While many financial advisors help clients set up 529 savings plans, some work with families through the entire college app process.
Whether for privacy or prudency, many benefactors and heirs turn to advisors for help in crafting airtight trusts for inheritances.
Now, as the economy hums along and the market rises, is a good time to guard your portfolio against the volatility that can strike at any time.
They may not be the most desirable client segment now, but advisors must find ways to capture the loyalty of Gen X and Gen Y investors.
Home sales are surging, and summer is a big season for real estate deals. Here are eight mistakes first-time homebuyers need to avoid.
It is time for members of Generation X, renegades and loners, to start looking to financial experts for help with their investments.
Women, more likely to end up widowed, must contend with how to manage a portfolio for one. Interference from the grave can get in the way.
When financial advisors are direct and honest with clients about finances, it can be a growth opportunity for all concerned.
Savvy investors need to question which assets should be held in their retirement account and which ones should not.
Investors need to understand that the higher-interest-rate territory can be treacherous and calls for some careful financial planning.
CNBC's annual study measures all 50 states on more than 60 different metrics.
Invest in You: Ready. Set. Grow. is focused on improving Americans’ money knowledge of saving, spending and investing.
In an era of rapid technological advances and demographic change, how do legacy companies adapt, innovate and evolve? CNBC Evolve features iconic global companies and executives who are embracing change and transforming for the future.