The way you choose to receive professional financial advice could make or break your portfolio. » Read More
By: Ilana Polyak
Although some investors choose between active and passive portfolio management, there's a third option incorporating both: core and explore. » Read More
By: Ilana Polyak
Advisors are retooling, recognizing tomorrow's clients will have different priorities and preferences than their baby boomer parents did. » Read More
Advisors help clients make decisions to achieve goals, which is why it pains me to see the Protocol for Broker Recruiting unraveling.
Some advisors find it beneficial to include life counselors in operations, contracting with them or developing their own in-house.
Easy access to alternative investing options can get you into trouble if you don't take the time to learn about alts' unique risks.
As few as 35 percent of financial planners have a succession plan in place. Advisors at Schwab's IMPACT 2017 confab weigh in.
Access to private plays for accredited investors has increased, and some advisors use this as a point of differentiation for their practice.
No one knows what the future of health care will look like, but retirees can still plan for tomorrow based on things they know today.
No sector was hit harder than financials during the last recession, and now the great rotation back into banks has begun. Here's why.
Bitcoin is going more mainstream, yet there are still a number of barriers standing in the way of the cryptocurrency's legitimacy.
Some analysts are bullish about real-estate and big-box retailers that boast high customer-satisfaction and engagement ratings.
Consider these factors before deciding to invest in long-term care insurance, say advisors.
Planning for retirement should include a hard look at health-care expenses and coverage, says one advisor. Here's what to look for.
Donating used cars to "charities" helps you unload vehicles, aid a cause and lower your tax burden. Or so Americans believe.
Here are some investments that are fixed, keep up with inflation, don't have any risk and are offered by insurance companies.
You maxed out your 401(k) and are wondering how else to save on taxes next April. Here are six deductions to think about taking.
CNBC.com asked advisors to chime in on the Wall Street Journal's recent critique of Morningstar's star ratings system.
The rationale for a contract guaranteeing income while allowing for participation in potential growth in the markets remains intact.
The financial advice services you choose could make or break your portfolio.
Although some choose between active and passive portfolio management, there's a third option: core and explore.
Advisors are retooling, recognizing tomorrow's clients have different priorities than their baby boomer parents did.