-
Cybersecurity Can Pose a Risk in More Than One Way for Financial Advisors
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.
-
With Millennials Poised to Inherit $68 Trillion, Financial Advisors Can Take These Steps to Attract Younger 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.
-
‘6% Inflation Is Devastating' to Everyday Americans, Rising Prices Need to Be Curbed, Expert Says
Inflation is here to stay, and the Federal Reserve is leaving the economy and everyday Americans at risk by keeping rates so low.
-
Big Takeaway for Build Back Better: ‘Lack of Change' for Wealthy Americans' Taxes
Financial advisors and their clients have waited for tax hikes from Build Back Better. But the bill didn’t include the reforms many feared.
-
Top Tips to Prep Your Portfolio for 2022
Experts weigh in on the opportunities and challenges ahead for investors, particularly when it comes interest rates, inflation and the ongoing pandemic.
-
Here's How to Get a Jump-Start on the Upcoming Tax Season
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.
-
How to Maximize Year-End Tax Planning After a Layoff Or Early Retirement
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.
-
How to Pick the Best Year-End Charitable Giving Strategy
As the holidays approach, philanthropic investors may be eying a year-end charitable gift. Here’s how to pick the best charitable giving strategy.
-
Financial Advisors Struggle With Putting Their Clients Into Cryptocurrencies
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.
-
Inflation Is Probably Taking a Bite Out of Your Budget. These Tips Can Help With That
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.
-
Pay Phones, Dog Parks and Bags of Silver: Clients Ask Advisors to Invest in Some Wacky Stuff
Research shows managing clients’ emotions boosts returns more than most other financial-advice services. Investors don’t necessarily see it that way.
-
Here's How to Prepare for Year-End Mutual Fund Payouts
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 Can Be a Good Deal for Seniors. But Not Many People Buy Them
Longevity annuities are among the best financial deals for seniors who worry about outliving their savings. But behavioral hurdles mean they’re little used.
-
Inflation Is Not Going Away Any Time Soon. Here's How Top Financial Advisors Are Handling It
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 Demand for Psychology in Financial Planning. How Top Firms Use It in Their Practices
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.
-
How to Know If Actively Managed Exchange-Traded Funds Are Right for Your Portfolio
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.
-
Here's Where to Invest Your Money in 2022, CNBC's Top Advisors Say
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.
-
Here's How to Choose the Right Financial Advisor for You
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.
-
How Much Do I Need to Retire? Top Financial Advisors Weigh in
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.
-
Financial Advisors Should Have a Succession Plan for Their Firms, But Most Don't. Here's Why It Matters
While advisors are more likely to explore their options as they near retirement, 73% overall lack a formal succession plan, according to research.