When investing sustainably and responsibly, it's important to evaluate different options, set measurable goals and build a strategy. » Read More
By: Sarah O'Brien
Technological innovations and social pressure to be more responsive to client needs are pushing advisors in a more ethical direction. » Read More
By: Tim Sobolewski, president of The Financial Planning Center; and Wendy B. Pegan, founder/director of The Creative Relationship Center
When it comes to retirement, whatever money an older divorcing couple has needs to be divided — often after an expensive legal bill. » Read More
By: Joe Burns, managing director at iCapital Network
The recent past was great for long-only risk assets, but hedge funds provide unique advantages for investors, including diversification. » Read More
REITs, investments in companies with real estate holdings often traded on exchanges, perform well in rising rate environments.
An IRA trust prevents an irresponsible heir from receiving money outright from the savings account upon the account owner's death.
The ability to pay for health-care needs is — and will remain — one of the most critical issues of retirement.
Many executives can opt to put away money for retirement in company-sponsored non-qualified deferred compensation plans.
Advisors and individual investors should be ready to undertake careful due diligence before buying the ever-more-popular ETF.
Asset management is vulnerable to disruption by artificial intelligence but advisors should embrace the trend, not fear robotic replacement.
Paying off the house used to be a cause for celebration, but many retirees no longer see it that way.
Financial advisor Rianka Dorsainvil says millennials should be sure to take advantage of employer-sponsored 401(k) retirement savings plans.
A new survey from the FInancial Planning Association finds that ETFs, cash and mutual funds reign supreme among financial advisors.
A new advisor survey shows that less than half of financial planners are looking for new ways to diversify their clients' investments.
The last thing most of us want to do right now is think about taxes again. But if you want to save money, there couldn't be a better time.
Estate planning is difficult enough for people with close family ties and friends. For those without them, here's what advisors suggest.
Most investors have heard the term, but many haven't grasped that an asset mix for one person may be completely inappropriate for another.
There are many opportunities for leveraging the power of a 401(k). Advisors shared with CNBC.com the smartest and dumbest ways they've seen.
By taking advantage of the backdoor IRA strategy, high-income earners can have more tax-free funds available in retirement.
See what International Living ranks as this year's top 5 easiest places to move abroad for retirement or just for a change of pace.
Automation, AI and machine learning will radically influence the relationship between employers and their workforce.
All the tools you need to navigate the financial challenges of planning and paying for college.
Invest in You: Ready. Set. Grow. is focused on improving Americans’ money knowledge of saving, spending and investing.
The largest U.S. banks are scrutinizing members of the Federal Reserve for any insight into how the central bank will tinker interest rates.
There's a new opportunity emerging due to the divergence between "value" stocks and "defensive" stocks, a top J.P. Morgan strategists says
Microsoft, Nvidia and Salesforce are among the global equities on RBC Capital Markets' list of "best ideas" for sustainable investing.