Financial Advisor 100

While keeping client data safe should be a priority for advisors, cyber attacks also could affect the investments they make on behalf of their clients.

Adults ages 25 to 40 are on the brink of accumulating a large amount of assets. Advisors who “understand their why” can successfully attract their business.

Inflation is here to stay, and the Federal Reserve is leaving the economy and everyday Americans at risk by keeping rates so low.

Financial advisors and their clients have waited for tax hikes from Build Back Better. But the bill didn’t include the reforms many feared.

Experts weigh in on the opportunities and challenges ahead for investors, particularly when it comes interest rates, inflation and the ongoing pandemic.

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.