For financial advisors, the transfer of wealth from baby boomers to their children over the next two decades is a bit like climate change: The consequences may eventually be huge, but it's easy to ignore the issue in the short-term.
Financial advisors often fall short when it comes to planning for their business' future. Here's how they can make sure their practices are poised to grow in coming years.
No advisor worth his or her salt claims to have a crystal ball. Still, experience and expertise allows them to make some predictions about industry trends. CNBC asked advisors ranked in the 2019 FA 100 list what challenges or changes lie ahead.
From how investors find advisors, to how they interact with them, to how they exchange information and draft financial plans, the relationship between clients and advisors is evolving rapidly — all thanks to technology.
With couples shelling out an estimated $285,000 on medical expenses after age 65, some advisors are focusing on how their clients can keep those costs down.
Investors are eager to seek help and education regarding income investment planning and strategies. The FA 100 list recognizes advisory firms that continue to find ways to help clients mitigate risk and meet their financial goals.
While the bull market has helped financial advisory firms recover from the fallout of the Great Recession, technology, demographics and regulatory confusion are continuing challenges.
CNBC.com asked eight financial advisors from wealth management firms ranked in the 2019 FA 100 list what exactly inspired them to get into the financial advisory business.
Advisors who charge commissions disclose what they're getting, but the simpler fee-only model is winning converts.
Many say the current regime for examining the some 11,500 registered investment advisors in the U.S. is inadequate.
A hybrid advisor was once a stop for brokers becoming fee-based RIAs, but many such advisors are happy to stay there.
With the fee-based model dominating client-advisor relationships, CNBC ranks the top 100 fee-only wealth management firms.
CNBC presents its list of the top wealth management firms (fee only) in the U.S., compiled with Meridian-IQ.
Whether retirees' nest eggs are full, emptied or never feathered, three steps can put some wind beneath their financial wings.
Consumers who use an 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 for a secure retirement, so avoid six missteps many 50- and 60-somethings make.
New 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 investment portfolio.
Top wealth management firms don't see robo-advisors as 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 Gen Xers into landlord gigs that eventually 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 investment worst-case scenario? If you think that’s impossible, think again.
Investors gravitate toward RIAs, who have shifted wealth management from sales to planning and from commissions to fees.
Robo-advisors--a disruptive force or simply an evolution of the traditional advice model?
Advisors are specializinge in niche markets and looking to less-wealthy clients as competition for high-net-worth customers rises.
The CNBC Digital editorial team presents its inaugural list of the Top 100 Fee-Only Wealth Management Firms in the U.S.
About 40% of financial advisors are expected to retire in the next 10 years. As the industry seeks new talent, there's one key challenge: Many students have never heard of the profession. Here's how today's advisors can help spread the word.
Fisher Investments continues to lose institutional clients since Ken Fisher made lewd comments at a conference on Oct. 8.
Financial services company Raymond James will provide its registered investment advisors with fee-free trades on stocks, ETFs and options. The move comes as Fidelity, TD Ameritrade and Charles Schwab also move toward zero trades for consumers.
The CNBC FA 100 ranking celebrates financial advisory firms that top the list when it comes to comprehensive service that helps clients navigate complex financial lives, using data culled from thousands of firms and provided by AccuPoint Solutions.
For financial advisors, the transfer of wealth from baby boomers to their children over the next two decades is a bit like climate change: The consequences may eventually be huge, but it's easy to ignore the issue in the short-term.
The Iowa Public Employees Retirement System is ending its relationship with Fisher Investments, pulling $386 million from the firm. This marks the fourth public pension to drop the mjoney manager following founder Ken Fisher's off-color comments at a conference.
Four retirement plans cut ties with Fisher Investments in a matter of days, pulling $1.28 billion in assets. Here's why that decision was so surprising.
Financial advisors often fall short when it comes to planning for their business' future. Here's how they can make sure their practices are poised to grow in coming years.
No advisor worth his or her salt claims to have a crystal ball. Still, experience and expertise allows them to make some predictions about industry trends. CNBC asked advisors ranked in the 2019 FA 100 list what challenges or changes lie ahead.
From how investors find advisors, to how they interact with them, to how they exchange information and draft financial plans, the relationship between clients and advisors is evolving rapidly — all thanks to technology.
Fisher was initially defiant amid the backlash in an interview with Bloomberg, in which he said he had "given a lot of talks, a lot of times, in a lot of places and said stuff like this and never gotten that type of response."
The billionaire CEO of Fisher Investments compared winning prospective clients to meeting women at a bar, and saying "hey, I want to talk about what's in your pants." It's not the first time Fisher has made such remarks.
With couples shelling out an estimated $285,000 on medical expenses after age 65, some advisors are focusing on how their clients can keep those costs down.
Investors are eager to seek help and education regarding income investment planning and strategies. The FA 100 list recognizes advisory firms that continue to find ways to help clients mitigate risk and meet their financial goals.
CNBC.com asked eight financial advisors from wealth management firms ranked in the 2019 FA 100 list what exactly inspired them to get into the financial advisory business.
While the bull market has helped financial advisory firms recover from the fallout of the Great Recession, technology, demographics and regulatory confusion are continuing challenges.
Mutual fund managers have made hedge fund strategies available to retail investors who are looking for a boost to their returns or some added diversification. However, it's not for the uninitiated.
What's a tweet worth? Used properly, social media can help advisors establish credibility, build networks and catch the attention of potential clients. Here's how.
Annual premiums for long-term care insurance are rising sharply for people who bought coverage years ago. Here's how advisors are helping them handle the expense.
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.
Morgan Stanley is using big data to help clients identify their sustainable investing choices and measure how well their portfolios track those goals.
While financial technology has created competition for traditional financial advisors via automated online platforms, those same digital advances have bolstered advisors' ability to serve clients.
Knock, knock. The Securities and Exchange Commission has some questions about your firm's cybersecurity policies and procedures. Here's how to prepare.
We asked 10 financial advisors, including nine members of the CNBC Digital Financial Advisors Council, about the worst money mistake they've seen a client make.
We asked nine financial advisors, including eight members of the CNBC Digital Financial Advisors Council, what was the worst news they ever had to tell a client.
Financial advisors are used to offering up advice on a daily basis. But what's the best tip they ever got? We asked members of the CNBC Digital Financial Advisors Council to share the most important financial insight they ever received.
The Social Security program is approaching insolvency, and the demographic to be hit hardest by any reduction in benefits will be women, who tend to earn less, claim benefits earlier and outlive men.
As the nation's financial advisors start to age out of the workplace, the industry is facing the fact that the number of graduates from university and college financial planning programs won't come near to replacing them.
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