Many people are unprepared to retire. The growing student loan debt balance in the country threatens to make things much worse. » Read More
By: Gabriel Garcia, managing director and head of relationship management at BNY Mellon’s Pershing Advisor Solutions
The $30 trillion wealth transfer is coming but will not happen neatly. When the boomers pass on their savings, it will be small, fragmented and drained. » Read More
Setting and forgetting 401(k) plans works for years, but at some point you must check in to ensure you're maximizing available benefits.
When families get into conflict, their businesses can quickly fall apart. Financial advisors specializing in family businesses can help.
The goal of social impact investing is to enhance risk-adjusted returns, while generating a positive social and environmental impact.
Proper financial planning has the power to transform your life, so be prepared to invest the time and energy to find the best advisor.
With 70 percent of newly wealthy people going broke within a year, advisors caution clients to manage new money wisely—with their help.
Financial advisors who opt to target client segments with whom they closely identify are finding fulfillment and profit in their endeavours.
Many investors with money in IRAs or 401(k) plans struggle with what to do with funds when life circumstances change. A look at options.
Many think estate planning is only for the rich, but it's recommended that everyone state their wishes in a will.
The rise of the modern sports industry could be the reason why many pro athletes find themselves in financial turmoil.
Investors who balance their own retirement portfolios should do so regularly and keep risk, time horizon and allocation in mind.
Top-rated financial advisor Ric Edelman lists 15 investment products and strategies that he would never recommend to his clients.
Most advisors are generalists, but some take advice to the next level by focusing on specific niches, such as doctors or gay couples.
Control and certainty about asset transfers to family members, charities and others make a trust an attractive option for family businesses.
It's key to be aware of beneficiary forms. Naming the wrong people or failing to update those documents can create a mess for your heirs.
Use of a psychologist and a financial advisor can help business owners better align employee actions and attitudes with company operations.
Advisors focused on Gen X and Gen Y clients are blazing trails, creating new fee and service models to serve this large demographic.
Higher tax burdens have many wealthier-than-ever Americans taking a greater interest in charitable-giving vehicles that offer tax relief.
Gen X faces the daunting task of retirement planning that will include no pension, a potential Social Security haircut and stagnant wages.
Some 15 percent of so-called sandwich generation adults in their 40s and 50s are financially supporting both an aging parent and a child.
With 1 in 5 Americans a victim of credit-report errors, an annual financial checkup is just as important as a yearly physical.
If you have student loans but still want to save for retirement, follow these strategies.
Many who change jobs transfer funds from a previous 401(k) into a new employer's plan, but there are other options.
With the Federal Reserve poised to raise rates, now is the time to rethink what you owe on outstanding balances.