Bitcoin isn't new but the risks are not, so the same breakdown between risk and reward that could plague any investor still apply. » Read More
By: Darla Mercado
Surprise: Your advisor would probably prefer to work on your financial plan rather than customizing an asset allocation model. » Read More
By: Aaron Pottichen, president of retirement services at CLS Partners
With so many Americans struggling to save for retirement, employers should consider upping their company match programs for 401(k) savers. » Read More
Do you really need to start saving for your child’s college education at birth? Yes, and there are right ways to plan ahead, way ahead.
From blogging to YouTube, financial advisors are finding that social media innovation is helping them build their brands and win client assets.
Web-based portfolio-management tools combine powerful analytics with flat fees. But is that enough to move private investors online?
Millennials are inheriting wealth at a greater rate than the two previous generations. The good news is they may be better suited to it than their parents or grandparents.
Wealth managers go where the money is, and the technology capital is flooded with the next crop of the newly rich.
From social video to niche social networks, financial advisors are hunting for prospects in the digital world.
Everyone's goal is to retire a millionaire, but too many personal finance headlines want to sell you on the idea that there's a surefire method for incubating the million dollar nest egg.
Some advisors prefer clients with assets in the $500,000 to $2 million range over the ultrawealthy—they are less maintenance.
More female financial advisors see the growth potential in targeting women investors.
Many financial advisors like ETFs, which offer low fees and trading ease, but ETFs are not perfect for all occasions.
Consumer advocates are concerned that fiduciary standard rules won't be strong enough to protect consumers, while registered advisors fear that complex rules will favor bigger firms.
Each of the three different advisor models creates different incentives, which is why it pays to understand them when selecting your financial planner. Be selective.
Expert investors are embracing financial advisors for counterarguments and best returns.
To choose the right financial professional to help you manage your portfolio, you need to understand the different services they offer.
It's time to get defensive, and two companies offer robust opportunities, Michael Farr of Farr, Miller & Washington says.
The average man has 30 percent more in taxable investments than the average woman and 72 percent more in his IRA, according to a new study.
Whatever the fixes to the fiscal cliff mean to your wallet, the start of a new year is a great time to take your financial future into your own hands.
Bitcoin isn't new but the risks are not, so the same breakdown between risk and reward plaguing any investors apply.
There are steps women who achieve $1 million in 401(k) savings can take to ensure continued financial security.
Few people have time to comb through ETFs and mutual funds to build a custom asset allocation model.