Financial Advisor 100

There are several ways to get a jump-start on the upcoming tax season, according to top financial advisors. Here are some steps for taxpayers.

Whether you’re grappling with a job loss or jumping into retirement, there may be year-end tax planning opportunities. Here’s what investors need to know.

As the holidays approach, philanthropic investors may be eying a year-end charitable gift. Here’s how to pick the best charitable giving strategy.

To invest or not to invest in cryptocurrencies? Financial advisors are divided on if it’s too soon or risky to put their clients’ money in the digital assets.

More signs show that costs are rising higher than ever. No matter your age, there are certain steps you can take to contain the damage to your budget.

Research shows managing clients’ emotions boosts returns more than most other financial-advice services. Investors don’t necessarily see it that way.

Mutual funds are preparing for year-end distributions, which may create surprise tax bills for some investors. Here’s how to prepare, according to experts.

Longevity annuities are among the best financial deals for seniors who worry about outliving their savings. But behavioral hurdles mean they’re little used.

Everyone, from Federal Reserve officials to individual investors, is worried about inflation. What top advisors from CNBC’s FA 100 list are doing about it.

There’s a growing emphasis on psychology in financial planning as advisors explore ways to strengthen client relationships. Here’s how top firms are doing it.

Interest in actively managed exchange-traded funds has exploded as investors crave more precision. Here’s how to know if these assets are right for your portfolio.

CNBC recently released its ranking of the top financial advisors in the U.S. We interviewed some of them on their strategies going into the new year.

When planning your financial future, it’s common sense to seek professional help, yet only 17% of Americans do. Here’s how to find the right financial advisor.

Top financial advisors say the old rules of thumb about how much you need to retire and how to make that money last may no longer apply.

While advisors are more likely to explore their options as they near retirement, 73% overall lack a formal succession plan, according to research.

Diversity is a persistent challenge for the financial advisory industry.

The CNBC FA 100 recognizes advisory firms that help clients navigate their financial lives. Looking for assistance? This annual list may help.

CNBC worked with data provider AccuPoint Solutions to help with the ranking of registered investment advisors for this year’s FA 100 list.

CNBC spoke with Mark Mirsberger, CEO of Dana Investment Advisors, after his firm came in at No. 1 on CNBC’s list of the top 100 financial advisors in the U.S.

An advisor can play a major role in helping clients grow and protect their wealth. The key is to find an advisor you trust and is a good match for you.