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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If you'll struggle to pay what you owe by Tax Day, experts say it's important to not panic and to file your return on time anyway.
Of the total $2.4 million in fines doled out in December to brokerage firms, several large levies arose from alleged inadequate supervision of brokers who caused investor harm.
It's time to make things official with your nanny, or else you risk catching heat from the IRS. Here's what you should know about household employees and taxes.
ETF Edge, hosted by Bob Pisani, is dedicated to the fastest growing investing trend right now: ETFs.
Between new federal tax bill changes and underutilized deductions, CNBC finds ways to save money while filing taxes.
Invest in You: Ready. Set. Grow. is focused on improving Americans’ money knowledge of saving, spending and investing.
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