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.
The way to foster long-term relationships is to admit that we cannot know what the markets will do, says Mark Hebner, president of Index Fund Advisors.
Lloyd Blankfein, Goldman Sachs CEO & chairman, says the U.S. is in the best competitive place in the world. Meanwhile Erskine Bowles, Deficit Commission, says if no action on the fiscal cliff is taken, the jobless rate will rise above 8 percent. Alan Simpson, Deficit Commission, also weighs in on the U.S.' tipping point, with CNBC's Steve Liesman.
The Indian government ruled out an inquiry into allegations of improper dealings between the son-in-law of India's most powerful politician, Sonia Gandhi, and property developer DLF Ltd, even as the firm's shares plunged on the claims.
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.
Consumers would do well to follow these financial survival skills, according to Eleanor Blayney, consumer advocate for the CFP Board.
For financial advice, take the focus off the factors we can't control and move it to the things we can. It requires robust communication and periodic reassessment, according to Marilyn Capelli Dimitroff of Capelli Financial Services.
There are really no problem clients so much as there are clients in problematic situations, says adviser Dan Mathews of Stepp and Rothwell.
It may be a no-brainer to hire an adviser to manage your investment account, but what about your IRA and 401(k)?
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.
What’s best for you depends on the size of your portfolio, your risk tolerance and how your adviser gets paid.
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’s important to distinguish between high-maintenance clients (who need a lot of hand holding) and problem ones (who want the impossible).
Sure, investment returns grab the headlines, but fees fatten the top and bottom line, which makes expansion into other services tempting.
Wall Street’s shedding jobs, so why not start your own business. You may be an investment guru but are you a general manager?
India will unveil a "credible and feasible" fiscal consolidation path for the next five years, Finance Minister P.Chidambaram said on Monday, days after a government panel said the economy was on the edge of a fiscal precipice.
Follow these rules and you'll greatly reduce the chance that you financial adviser turns out to be a disaster, or, worse, a crook.
Choosing an adviser could be the most important financial decision you make in your lifetime, so be thorough and smart.
Customer satisfaction for credit cards is up overall after several years of new rules roiled the industry, but Amex leads the pack, with top grades on customer service and rewards.