Perhaps we need to replace the word “retirement” with “transition,” a term that means movement, passage or change from one stage to another. » Read More
By: Lorie Konish
If you don't know exactly how you are paying for financial advice, you could be in for some unpleasant surprises. Here's how to tell if your advisor is really looking out for your best interests. » Read More
By: Ted Jenkin, CEO and founder of oXYGen Financial
It’s very important for families to assess and handle financial issues to avoid arguments that could lead to bigger problems down the road. » Read More
By: Brian Gahsman, portfolio manager of the AlphaCentric Global Innovations Fund
Robotics and automation advancements will be necessary in a post-tariff marketplace, and that flood of investments should give a healthy boost to the sector. » Read More
More advisors are using exchange-traded funds in clients' portfolios, citing transparency and a demand for lower-cost investments.
They may not be the most desirable client segment now, but advisors must find ways to capture the loyalty of Gen X and Gen Y investors.
Home sales are surging, and summer is a big season for real estate deals. Here are eight mistakes first-time homebuyers need to avoid.
It is time for members of Generation X, renegades and loners, to start looking to financial experts for help with their investments.
CNBC Senior Editor Jim Pavia explains why every American should have a financial advisor to help chart a course for financial security.
Leftover 401(k) plans—and whether to roll over, withdraw or borrow them—puzzle unemployed people, so CNBC turned to advisors for tips.
Women, more likely to end up widowed, must contend with how to manage a portfolio for one. Interference from the grave can get in the way.
The quality of medical care abroad varies greatly. Travelers should know where to get adequate health care in case of a medical emergency.
In 1 out of 3 couples whose marriages seem solid, one spouse is often blindsided by news the other is unfaithful with money.
When financial advisors are direct and honest with clients about finances, it can be a growth opportunity for all concerned.
Whether retirees' nest eggs are full, emptied or never feathered, three simple steps can put some wind beneath financial wings late in life.
Consumers who use a financial advisor as their intermediary can avoid the most common estate-planning and last will and testament errors.
The years just before leaving work are critical in ensuring a secure retirement, so avoid these missteps many 50- and 60-somethings make.
New fee-only advisors will find higher costs and more competition, but industry pioneers share tips on succeeding in this growing business.
The competitiveness of your local economy and quality of its real estate market impact your wealth and your investment portfolio.
A succession plan is vital to all, whether it's the firm's founder, the employees or the clients who have placed their trust with the firm.
Millionaire musician Sting isn't going to leave his kids a dime, prompting many to wonder whether to bequeath money to their own offspring.
Top wealth management firms don't see robo-advisors as immediate threats but say they could eventually have a major impact on the market.
Savvy investors need to question which assets should be held in their retirement account and which ones should not.
Many small-business owners avoid succession planning but it helps ensure long-term viability and address inheritance and management issues.
Perhaps we need to replace the word “retirement” with “transition,” a term that means movement, passage or change from one stage to another.
If you don't know exactly how you are paying for financial advice, you could be in for some unpleasant surprises. Here's how to tell if your advisor is really looking out for your best interests.
It’s very important for families to assess and handle financial issues to avoid arguments that could lead to bigger problems down the road.