When investing sustainably and responsibly, it's important to evaluate different options, set measurable goals and build a strategy. » Read More
By: Sarah O'Brien
Technological innovations and social pressure to be more responsive to client needs are pushing advisors in a more ethical direction. » Read More
By: Tim Sobolewski, president of The Financial Planning Center; and Wendy B. Pegan, founder/director of The Creative Relationship Center
When it comes to retirement, whatever money an older divorcing couple has needs to be divided — often after an expensive legal bill. » Read More
By: Joe Burns, managing director at iCapital Network
The recent past was great for long-only risk assets, but hedge funds provide unique advantages for investors, including diversification. » Read More
REITs, investments in companies with real estate holdings often traded on exchanges, perform well in rising rate environments.
An IRA trust prevents an irresponsible heir from receiving money outright from the savings account upon the account owner's death.
The ability to pay for health-care needs is — and will remain — one of the most critical issues of retirement.
Many executives can opt to put away money for retirement in company-sponsored non-qualified deferred compensation plans.
Advisors and individual investors should be ready to undertake careful due diligence before buying the ever-more-popular ETF.
Asset management is vulnerable to disruption by artificial intelligence but advisors should embrace the trend, not fear robotic replacement.
Paying off the house used to be a cause for celebration, but many retirees no longer see it that way.
Financial advisor Rianka Dorsainvil says millennials should be sure to take advantage of employer-sponsored 401(k) retirement savings plans.
A new survey from the FInancial Planning Association finds that ETFs, cash and mutual funds reign supreme among financial advisors.
A new advisor survey shows that less than half of financial planners are looking for new ways to diversify their clients' investments.
The last thing most of us want to do right now is think about taxes again. But if you want to save money, there couldn't be a better time.
Estate planning is difficult enough for people with close family ties and friends. For those without them, here's what advisors suggest.
Most investors have heard the term, but many haven't grasped that an asset mix for one person may be completely inappropriate for another.
There are many opportunities for leveraging the power of a 401(k). Advisors shared with CNBC.com the smartest and dumbest ways they've seen.
By taking advantage of the backdoor IRA strategy, high-income earners can have more tax-free funds available in retirement.
See what International Living ranks as this year's top 5 easiest places to move abroad for retirement or just for a change of pace.
A globe-trotting look at the world of investing, from developed Europe and Asia trends to the least-traveled frontier markets.
Take an in-depth look at the world of modern medicine - examining the treatments, companies and people making a difference in the way we treat illness and injuries today, and laying the foundation for the medical treatments of tomorrow.
Covering the full set of tools and strategies for long-term investors: How to take everyday market fluctuations in stride, and when to know it’s time to take action or protect against a major economic shifts.
Rising interest rates may not be the culprit many investors think they are, according to a Credit Suisse study.
Wall Street's top financial firms have diverse views on the state of the economy and the nation's major stock indexes.
Shares of Fogo de Chao skyrocketed after it said it was being acquired by Rhone Capital in a deal worth $560 million.
Rule changes for deductions and exemptions pose tax-plan challenges for all, including those planning for retirement.
It's easy to pay for nearly anything with credit cards but here are six expenses to never pay for with plastic.
After winning a historic silver medal in luge, Chris Mazdzer hopes to help others with their finances.