Many agree that today's regime for examining the some 11,500 registered investment advisors in the U.S. is inadequate. » 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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Being a millionaire can seem like an elite club. Others believe it's a magic number to reach to retire comfortably.
Traditional IRA or 401(k) and 529 plans can be smart accounts to invest, thanks to their unique tax-free qualities.
A look at nine reasons why a Roth individual retirement account is a fantastic investment vehicle for most savers.
The Small Business Survey provides insight to Main Street opinions on regulation and hot issues facing smaller firms.
The latest news from the Squawk Box team on investing and business.
Business icons and provocateurs share their innovative models. Learn how to upend old industries and start new ones that move markets.