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. » Read More
By: Ted Jenkin, co-founder and CEO of oXYGen Financial
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. » Read More
By: Stacy Francis
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. » Read More
By: Lorie Konish
Morgan Stanley is using big data to help clients identify their sustainable investing choices and measure how well their portfolios track those goals. » Read More
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.
Internships for professionals, many middle-aged, who've taken a break from the labor force are becoming more popular at financial advisory firms.
Just how viable are collectibles as an asset class for the average investor? Should financial professionals advise clients to sink hard-earned cash into hard goods as investments?
Getting clients to save more for retirement means getting them to care about their future selves. How to forge that emotional connection? Technology, advisor help and even old-fashioned letter writing can help.
Making the wrong Medicare decision can make health care, the biggest expense in retirement, even more costly. Help clients avoid these common oversights before it's too late.
As Generation X and millennials inherit their baby boomer parents' assets amid the so-called Great Wealth Transfer, some will look to invest it in rental property to generate income.
If you're making life insurance and annuity recommendations in the Empire State, you'll soon be required to act in your client's best interest. What you should know about this new rule.
Got guaranteed income? Retiring investors with pensions, Social Security or income annuities have a bit of a buffer that may allow them to invest a little more aggressively in stocks. Here's why.
The Secure Act might be the nail in the coffin for a strategy that allowed owners of large IRAs to pass them onto heirs. Here's what advisors can do to help clients prepare.
The advisor survey from the Financial Planning Association reveals advisors are upbeat about the economy, still like passive investing and are interested in cannabis-related holdings but remain skeptical about cryptocurrencies.