Many agree that today's regime for examining the some 11,500 registered investment advisors in the U.S. is inadequate. » Read More
By: Andrew Osterland, special to CNBC.com
The hybrid advisor model was once a way station for brokers becoming fee-based RIAs, but many such advisors appear happy to stay there. » Read More |
By: CNBC.com staff
CNBC Digital presents its list of the Top 100 Fee-Only Wealth Management Firms in the U.S. for 2015, compiled with Meridian-IQ. » Read More |
By: Jim Pavia
With the fee-based model the dominant form of client-advisory relationships, CNBC ranks 2015's top 100 fee-only wealth management firms. » Read More |
Advisors and assets continue to migrate from the investment sales model of Wall Street wirehouses to the fiduciary model of fee-based RIAs.
When you switch jobs or retire, you face a critical choice. Here are the pros and cons of rolling over your retirement plan.
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.
Top wealth management firms don't see robo-advisors as immediate threats but say they could eventually have a major impact on the market.
After a failed run for political office broke the bank, a middle-aged couple turns to an advisor to help them get back on track.
Intense compounding of leverage-fueled return rates on "safe" hard assets led many Gen Xers into part-time landlord gigs that then failed.
Here’s what your financial advisor won’t tell you — and the questions you should be asking, says portfolio manager James Sanford.
Could you be the next worst-case-investor scenario? If you think that’s impossible, you’re probably a step closer to making the worst come true.
Investors gravitate toward RIAs, who have shifted wealth management from sales to planning and from product commissions to fiduciary fees.
On the surface, robo-advisors look like a disruptive force. But in time we may consider them an evolution of the traditional advice model.
Advisors are starting to specialize in niche markets and look to less-wealthy clients as competition for high-net-worth customers increases.
The CNBC Digital editorial team presents its inaugural list of the Top 100 Fee-Only Wealth Management Firms in the U.S., compiled with Meridian-IQ.
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Estate-planning documents — such as wills, trusts, living wills, medical directives and powers of attorney — are very important, and so is keeping them protected and stored safely. Here are some key tips on how to keep them secure.
Instill financial responsibility in your young adult children by requiring them to move out and handle their bills on their own as soon as possible after college graduation. I kicked my kid out of my house — and you can, too.
A large number of American women stay in marriages that are unhealthy and even border on dysfunctional due to financial insecurity and stress, and the ongoing gender pay gap.
In an era of rapid technological advances and demographic change, how do legacy companies adapt, innovate and evolve? CNBC Evolve features iconic global companies and executives who are embracing change and transforming for the future.
CNBC Upstart 100 is a new original list of the bright young startups poised to become the great companies of tomorrow.
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