Knock, knock. The Securities and Exchange Commission has some questions about your firm's cybersecurity policies and procedures. Here's how to prepare. » Read More
We asked 10 financial advisors, including nine members of the CNBC Digital Financial Advisors Council, about the worst money mistake they've seen a client make. » Read More
We asked nine financial advisors, including eight members of the CNBC Digital Financial Advisors Council, what was the worst news they ever had to tell a client. » Read More
Financial advisors are used to offering up advice on a daily basis. But what's the best tip they ever got? We asked members of the CNBC Digital Financial Advisors Council to share the most important financial insight they ever received. » Read More
The Social Security program is approaching insolvency, and the demographic to be hit hardest by any reduction in benefits will be women, who tend to earn less, claim benefits earlier and outlive men.
As the nation's financial advisors start to age out of the workplace, the industry is facing the fact that the number of graduates from university and college financial planning programs won't come near to replacing them.
Internships for professionals, many middle-aged, who've taken a break from the labor force are becoming more popular at financial advisory firms.
Just how viable are collectibles as an asset class for the average investor? Should financial professionals advise clients to sink hard-earned cash into hard goods as investments?
Getting clients to save more for retirement means getting them to care about their future selves. How to forge that emotional connection? Technology, advisor help and even old-fashioned letter writing can help.
Making the wrong Medicare decision can make health care, the biggest expense in retirement, even more costly. Help clients avoid these common oversights before it's too late.
As Generation X and millennials inherit their baby boomer parents' assets amid the so-called Great Wealth Transfer, some will look to invest it in rental property to generate income.
If you're making life insurance and annuity recommendations in the Empire State, you'll soon be required to act in your client's best interest. What you should know about this new rule.
Got guaranteed income? Retiring investors with pensions, Social Security or income annuities have a bit of a buffer that may allow them to invest a little more aggressively in stocks. Here's why.
The Secure Act might be the nail in the coffin for a strategy that allowed owners of large IRAs to pass them onto heirs. Here's what advisors can do to help clients prepare.
The advisor survey from the Financial Planning Association reveals advisors are upbeat about the economy, still like passive investing and are interested in cannabis-related holdings but remain skeptical about cryptocurrencies.
A new report shows that workers who used a financial wellness benefit for five years fare better in a variety of financial areas overall than those who have not.
Financial advisors are turning to sophisticated and accessible financial-planning software to deliver on the promise of "holistic financial planning" for their clients.
From reviewing medications for cheaper alternatives to trying to pinpoint a client's spending instead of ballparking it, some advisors look closely at how clients spend their medical dollars.
If you're a financial advisor, odds are that some of your clients have heard of qualified opportunity zone funds. Here's what you should know before recommending this tax-advantaged real estate strategy.
With the right planning, a cash value life insurance policy can help supplement income in retirement. But if you ignore it, loss of coverage and a raft of income taxes could be around the corner for your client.
Louis Barajas is founder and CEO of Wealth Management LAB, a fee-only firm specializing in the entertainment industry.
Sophia Bera, founder of Gen Y Planning, has been named one of '10 Young Advisors to Watch.'
Douglas Boneparth is president of Bone Fide Wealth, a Manhattan-based wealth management firm focusing on millennials, young professionals and entrepreneurs.
Automation, AI and machine learning will radically influence the relationship between employers and their workforce.
All the tools you need to navigate the financial challenges of planning and paying for college.
Invest in You: Ready. Set. Grow. is focused on improving Americans’ money knowledge of saving, spending and investing.
Knock, knock. The Securities and Exchange Commission has some questions about your firm's cybersecurity policies and procedures. Here's how to prepare.
We asked 10 financial advisors, including nine members of the CNBC Digital Financial Advisors Council, about the worst money mistake they've seen a client make.
We asked nine financial advisors, including eight members of the CNBC Digital Financial Advisors Council, what was the worst news they ever had to tell a client.