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• Still paying commissions? You shouldn't be

  10:54 AM ET Thu, 4 June 2015

  Advisors and assets continue to migrate from the investment sales model of Wall Street wirehouses to the fiduciary model of fee-based RIAs.

• Should you roll over a 401(k) to an IRA?

  3:53 PM ET Thu, 4 June 2015

  When you switch jobs or retire, you face a critical choice. Here are the pros and cons of rolling over your retirement plan.

• Retirees can rebound from setbacks in 3 steps

  1:34 PM ET Tue, 2 Sept 2014

  Whether retirees' nest eggs are full, emptied or never feathered, three simple steps can put some wind beneath financial wings late in life.

• Advisors can help you avoid estate, will errors

  1:19 PM ET Tue, 2 Sept 2014

  Consumers who use a financial advisor as their intermediary can avoid the most common estate-planning and last will and testament errors.

• 6 preretirement foul-ups to avoid from 50 on up

  1:36 PM ET Tue, 2 Sept 2014

  The years just before leaving work are critical in ensuring a secure retirement, so avoid these missteps many 50- and 60-somethings make.

• Becoming an advisor: tips from top wealth managers

  8:03 AM ET Thu, 26 June 2014

  New fee-only advisors will find higher costs and more competition, but industry pioneers share tips on succeeding in this growing business.

• Why where you live, work matters to your portfolio

  2:33 PM ET Fri, 5 Sept 2014

  The competitiveness of your local economy and quality of its real estate market impact your wealth and your investment portfolio.

• Robo-advisor wave poses no threat: Wealth managers

  8:02 AM ET Mon, 23 June 2014

  Top wealth management firms don't see robo-advisors as immediate threats but say they could eventually have a major impact on the market.

• Boom to bust: Falling behind in your 40s and 50s

  10:47 AM ET Thu, 4 Sept 2014

  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.

• Real estate quagmire sinks Gen X, Y fiscal hopes

  9:52 AM ET Fri, 20 June 2014

  Intense compounding of leverage-fueled return rates on "safe" hard assets led many Gen Xers into part-time landlord gigs that then failed.

• Confessions of a financial advisor

  5:08 PM ET Fri, 20 June 2014

  Here’s what your financial advisor won’t tell you — and the questions you should be asking, says portfolio manager James Sanford.

• The next worst-case-scenario investor could be you

  9:53 AM ET Fri, 20 June 2014

  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.

• RIAs say ranks, rates of fee-only advisors to rise

  8:02 AM ET Wed, 18 June 2014

  Investors gravitate toward RIAs, who have shifted wealth management from sales to planning and from product commissions to fiduciary fees.

• Can robo-advisors gain investor assets?

  8:08 AM ET Thu, 12 June 2014

  On the surface, robo-advisors look like a disruptive force. But in time we may consider them an evolution of the traditional advice model.

• Change or die: Advisors must rethink their role

  8:01 AM ET Tue, 3 June 2014

  Advisors are starting to specialize in niche markets and look to less-wealthy clients as competition for high-net-worth customers increases.

• Who are the Top 100 wealth managers of 2014?

  11:08 AM ET Wed, 25 May 2016

  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.