Here is the latest Money Management News from CNBC.
Disconnection: Investor wants and advisor deeds
The CFA Institute finds a huge gap between what investors say they want and what investment management firms deliver.
Who, exactly, are these ‘financial advisors’?
Many people using a financial professional do not know, or ask, whether they are a broker or investment advisor.
Credit scores: How three numbers rule your life
A credit rating affects more than just loans. It impacts whether you can rent a home, buy insurance or get that new job.
Health costs can devour Social Security income
Retirees rely on Social Security for retirement income, but few realize how big a bite out of benefits health care takes.
3 biggest financial surprises for new retirees
Unexpected events during retirement could wreak havoc on even the most well-crafted financial plan. What to watch out for.
College grad? Need a job? Apply in these fields
Although unemployment among college graduates is down, it can still be tough to land a job. A look at some promising fields.
Advisors, investors off mark on risk tolerance
The concept of risk tolerance is misunderstood by investors and advisors alike, impacting financial decisions.
6 things you need to know about credit reports
Understanding credit reports makes all the difference to finances. A look at six things everyone should know about them.
10 steps to prep your new small business
New businesses can fail for many reasons, but often a lack of preparation is to blame. These tips can ensure success.
10 ways retirees can keep spending under control
New retirees with a lot of free time often find that spending can get out of control. Here are 10 ways to rein in costs.
Is it time to ditch the 60/40 rule?
With life expectancy up and yields on high-quality bonds anemic, is the 60/40 rule still prudent for investors?
5 things you don’t know about your 401(k) plan
Saving for retirement via a 401(k) might not be perfect, but for many it is the only option. Here are 5 ways to maximize it.
The 10 fastest-growing jobs for college grads
A look at the 10 fastest-growing jobs for college grads through 2024, from financial advisors to nurse practitioners.
Juggling the financial ins, outs of freelancing
There are differences in the way freelancers budget, pay tax, protect income and themselves, and save for retirement.
What’s love got to do with it? 3 ways to get real in your biz
It’s no accident that some entrepreneurs succeed while others fail. Here is how to improve the odds of a start-up success.
4 succession-planning tips for small businesses
Even successful small-business owners drag their feet when it comes to succession planning. Here is how to get started.
Long-term care plans: Peace of mind, at a price
If you don’t want to rely on family or spend down assets for long-term care, LTC insurance might be a solution.
Succession plan: Your clients will flee without it
Creating a succession plan is not only good for your business, it’s good for your clients.
Get smart and turn your hobbies into cash
From comics to wine, investors are turning their personal interests into cash.
Volatility drives retirees to annuities
One solution for investors facing retirement shortfalls might lie in annuities, a maligned class of insurance products.
Over 55, out of work? Time to reinvent yourself
Laid off after 55? Landing a new job can be tough, but experts say several tactics can help you land a new gig.
Everything you need to know about bond ETFs
With bond ETFs, investors see the price to buy and sell, allowing them to better make informed decisions about bonds.
Is your new job offer that great? Think it over
Before leaving your job for a new one, consider your financial status and the benefits of a prospective new employer.
More investors are diving into this asset class
The ranks of investors diving into ETFs will swell this year. There are many ways to join in, and some traps to avoid.
Wronged investors win cases but never collect
The industry is divided over how to get brokers sanctioned by regulatory authorities to compensate wronged investors.
To hedge or not to hedge … That is the question
Increased volatility explains the popularity of currency-hedged ETFs and other investment vehicles among investors.
More pain to come in energy sector: Expert
With oversupply from existing oil suppliers and new exports from Iran, the energy market will remain volatile.
The dos and don’ts of retirement encore careers
Encore careers can be highly satisfying, but retirees must do it for the right reasons — and avoid some major mistakes.
The biggest retirement decision executives make
Executives with pensions must choose between lump-sum or monthly payouts, a choice that affects finances in retirement.
Early finance training could save your family biz
Given that a small percent of family businesses survive two generations, it’s imperative owners train their heirs in financial literacy early on.
The best investment moves for women now
Advisors are now targeting women investors in the U.S., offering tips on how they can boost returns.
Women save more than men for retirement: Study
Research shows women are more likely than men to sign up for 401(k) plans and save a larger piece of their salaries.
Don’t panic! 10 ways to ensure you retire rich
Financial advisors share the 10 most effective strategies investors can adopt to reach long-term investment goals.
Over 50 with little saved? What you can do
Men retire at 64 and women at 62, so 50-somethings falling short must get serious about growing their nest eggs.
This option could power your portfolio
Niche funds, riskier than traditional ETFs, let investors tilt for more income, tax efficiency or rate protection.
245K health-care costs for retirees too low: Expert
A report claimed retirees can expect $245,000 in total health costs, but one advisor thinks that could be off by $100,000.
What’s the deal with this market volatility?
Financial advisors Peter Mallouk, Diahann Lassus and Ron Carson on how they advise clients during market volatility.
Advisors harm clients by trying to ‘do it all’
Part of delivering value in the financial advice industry means realizing when you can’t do certain things on your own.
Afraid of a tax audit? Avoid these 10 triggers
A look at 10 reasons the IRS decides to audit taxpayers, from clerical errors to undeclared foreign income.
Be smart with that annual bonus check: Advisor
It’s critical not to squander year-end bonus money; instead, allocate it wisely to meet short- and long-term goals.
Lost the Powerball? Real ways to bet on your future
So you didn’t win the Powerball. Experts share ways to invest in your yourself and stop gambling on your future.
Dream of retiring abroad? Here are 10 hot spots
Looking to save by retiring outside the U.S.? CNBC presents the top 10 hot spots worldwide for expat retirees.
Retiring overseas: Is this the moment?
The strong dollar is putting a tempting proposition in reach for more people, but there are other considerations.
Do-it-yourself retirement for the self-employed
Being your own boss means you plan your own retirement, and there are myriad approaches available to the self-employed.
When China sneezes, Europe markets could catch cold
As growth forecasts for China continue to fall, the outlook for the global economy remains uncertain heading into 2016.
How to deal with Alzheimer’s and finances
As the ranks of seniors age, many are experiencing memory issues, exposing them to potential financial fraud and risk.
Everything you wanted to know about smart beta
Here’s a look at 10 things educated investors should know about investing in smart beta exchange-traded funds.
These financial changes will impact you in 2016
Every year, changes impact the way financial markets perform. Be sure to stay informed so you can be better prepared in 2016.
Markets are crazy, so what are investment bets?
The market turmoil has left investors questioning where to invest their hard-earned money in 2016. Three advisors weigh in.
Where the people with the best, worst credit live
WalletHub.com revealed the U.S. city populations with the best and worst average credit scores. We look at the top and bottom 5.
Investors keen to cut risk amid market turbulence
China turmoil and the worst-ever year-opener for the stock market has prompted investment houses to tell clients to pare back risk.
Yogi Berra: The greatest financial planner ever?
Many of the awkward aphorisms late baseball legend Yogi Berra was noted for can be applied to financial planning.
Are emerging markets’ losses US investors’ gain?
With emerging markets stocks at historic lows, investors are asking if the valuation gap is big enough now to invest more.
US schools get failing grade for finance lessons
A new survey shows the number of states requiring high school students to take economics has dropped over the last two years.
How to control your high health-care plan costs
Financial advisor Carolyn McClanahan offers five tips to help consumers with high deductibles control health expenses.
Buy Girl Scout cookies…get a tax break?
There are plenty of out-of-pocket expenses for charities that may qualify for a tax savings come April.
Want an ethical 401(k) plan? New ruling may help
Thanks to a Labor Department ruling, supply of socially responsible 401(k) investment options may finally meet demand.
Tech spending, asset growth top RIA trends
TD Ameritrade found financial advisors’ business grew last year and they expect more of the same in 2016.
Does your state tax your Social Security check?
A look at the 13 U.S. states, from Colorado to West Virginia, that levy their own taxes on retirees’ Social Security benefits.
Key tax-planning tips for these volatile times
Potential tax-deductible opportunities can arise out of volatility. Here are some tax-planning tips that can cushion the blow.
Millennials of two minds about market volatility
Advisor Tess Downing of FJY Financial on how she addresses volatility for two kinds of millennial investor.
Op-Ed: Stay invested or move to cash?
A better understanding of our mental wiring gives us a framework to help us know if and when to get out of the market.
Beijing’s bumpy ride: Gauging China’s ups, downs
A slowdown in China is spooking world markets, even though global exposure to Chinese assets is still minimal.
Are you a breadwinner mom? Here’s how to cope
Many women are both the family breadwinner and primary caregiver. Advisors offer tips on handling the financial challenges.
Black millennials narrow racial investing gap
Black millennials are catching up to whites in stock market penetration, with the gap narrowing to just 7 percent.
Health savings accounts keep nest eggs in shape
Health savings accounts can be a smart choice for retirement savings. How to decide if they’re a smart fit.
Down on stocks? Get up on these alternatives
Not all alternative investments are riskier than stocks, and some asset classes are more easily understood than others.
3 mistakes female investors make (and can fix)
Advisor Zaneilia Harris says women must not invest under stress, but be vigilant in protecting their legacy and net worth.
Financial firms land on Finra’s disciplinary action list
Finra’s latest sanctions include fines against an Atlanta firm for soliciting business using a do-not-call list.
Fight or flight? Black swans spook investors
Is the increase in market volatility a prelude to a bigger fall? If so, how can investors protect themselves?
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