Here's an in-depth look at hedge fund conversion processes: the upsides, downsides and tax implications. » Read More
By: Tash Elwyn, president, Raymond James & Associates Private Client Group
Advisors help clients make decisions to achieve goals, which is why it pains me to see the Protocol for Broker Recruiting unraveling. » Read More
By: Deborah Nason
Some advisors find it beneficial to include life counselors in operations, contracting with them or developing their own in-house. » Read More
By: Eric C. Jansen, founder of AspenCross Wealth Management
Easy access to alternative investing options can get you into trouble if you don't take the time to learn about alts' unique risks. » Read More
Students looking for affordable college educations are benefiting from sliding-scale tuition payment plans at many private and public universities.
The newly created myRA retirement plan will prove to be a bloated bureaucratic mess, predicts financial advisor Scott Hanson.
Investors need to take time to choose the right a financial advisor. After all, this person will influence your long-term financial security.
A 529 college savings plan makes paying higher-education expenses easier. Here are the top 10 tax-free state 529 plans nationwide.
Financial advisors note that mature and insightful investors in their 40s still have time to build significant retirement savings.
With interest rates likely to rise and bond prices to fall, bond holders tempted to sell need to carefully consider all investment options
Investors looking to reduce exposure to stocks while keeping their money working for them should check investments in long/short equity mutual funds.
Financial advisor Cathy Curtis cautions first-time homebuyers to thoroughly analyze savings, earnings and costs before making a first down payment.
A sound financial plan makes sense for anyone looking to fund a child's college education, plan for retirement or to buy a dream home.
The 2013 trend was toward positive net flows for mutual funds and ETFs. This trend will likely remain positive but volatile in the short term.
With a likely rise in bond rates, financial advisors recommend diversifying fixed-income allocations and assuming greater risk to meet income needs.
Many invest for higher-education via 529 plans, but Roth IRAs also offer distinct, tax-free advantages as college savings investment vehicles.
Investors in their 30s are prone to missteps that can derail long-term savings plans, such as funneling too much money into homes and 401(k) plans.
You’re young and just came into some money. You’d like to pile it away for a few decades in a low-cost fund. What’s the best ‘Desert Island Fund’?
The January stock barometer has been right in 62 of the last 85 years.
Faced with debts, expenses and low income, some Gen Y workers put off financial planning for retirement, but it's best to save earlier and smarter.
From diversifying and rebalancing portfolios to avoiding IPOs and long-term bonds, these tips get you back on track with financial planning in 2014.
While some investors are still worried that commodity prices will continue to fall, others are jumping in.
Survey of financial advisors by CNBC and the Financial Planning Association finds a preference for stocks, overseas markets and strategic investing.
Many put off retirement health-care plans, but most cost and care worries are addressed by healthy living, dialogue and financial advice.
Here's an in-depth look at hedge fund conversion processes: upsides, downsides and tax implications.
Advisors help clients achieve goals, which is why it pains me to see the Protocol for Broker Recruiting unraveling.
Some advisors include life counselors in operations, contracting with them or developing their own in-house.