Financial Advisor Hub
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To lessen the bite taxes take on retiree's portfolios, savvy advisors train their focus on income, expenditures and asset location. » Read More
By: Mark Tibergien, CEO of BNY Mellon’s Pershing Advisor Solutions
When investing sustainably and responsibly, it's important to evaluate different options, set measurable goals and build a strategy. » Read More |
By: Sarah O'Brien
Technological innovations and social pressure to be more responsive to client needs are pushing advisors in a more ethical direction. » Read More |
By: Deborah Nason
Should retirees pay off their mortgage? The strategy depends on taxes, asset and income levels and attitude toward debt and investment. » Read More |
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- What do Danny DeVito and Arnold Schwarzenegger have in common? They are part of 'gray divorce' trend
When it comes to retirement, whatever money an older divorcing couple has needs to be divided — often after an expensive legal bill.
The recent past was great for long-only risk assets, but hedge funds provide unique advantages for investors, including diversification.
Rianka Dorsainvil, financial advisor to the millennial set, explores all the 401(k) options available to savers when changing jobs.
REITs, investments in companies with real estate holdings often traded on exchanges, perform well in rising rate environments.
An IRA trust prevents an irresponsible heir from receiving money outright from the savings account upon the account owner's death.
The ability to pay for health-care needs is — and will remain — one of the most critical issues of retirement.
Many executives can opt to put away money for retirement in company-sponsored non-qualified deferred compensation plans.
Stock market returns are slipping, and economists generally agree on the cause: More baby boomers are retiring.
Advisors and individual investors should be ready to undertake careful due diligence before buying the ever-more-popular ETF.
If you're lucky enough to hit the jackpot, the right financial planner can help you avoid mistakes that have bankrupted other winners.
Asset management is vulnerable to disruption by artificial intelligence but advisors should embrace the trend, not fear robotic replacement.
Paying off the house used to be a cause for celebration, but many retirees no longer see it that way.
Financial advisor Rianka Dorsainvil says millennials should be sure to take advantage of employer-sponsored 401(k) retirement savings plans.
A new survey from the FInancial Planning Association finds that ETFs, cash and mutual funds reign supreme among financial advisors.
A new advisor survey shows that less than half of financial planners are looking for new ways to diversify their clients' investments.
The last thing most of us want to do right now is think about taxes again. But if you want to save money, there couldn't be a better time.
About Financial Advisors
- Through a series of special reports listed in the tabs above, the FA Hub provides investors with straightforward, informative and relevant content that will make investment plans and strategies more transparent and easier to understand.
CNBC's Money Editor, overseeing the Financial Advisor Hub and personal finance. Follow him on Twitter @jimpavia.
Financial Advisors
To lessen the bite taxes take on retiree's portfolios, advisors focus on income, expenditures and asset location.
When investing sustainably and responsibly, it's important to evaluate options, set goals and build a strategy.
Tech innovations and social pressure to be more responsive to clients are pushing advisors in a more ethical direction.
