Don't let your prospective adviser ask all the questions. Be sure to bring some of your own -- and listen carefully to the answers.
Target date funds remain a darling among some financial advisers, but other retirement experts find its drawbacks make them a poor investment option.
The consumer groups who used the mystery shoppers advocate regulating tax preparers and establishing minimum standards.
The White House plan would put brokers under the stricter requirements for registered financial advisers when they handle clients' retirement accounts.
Stock picking is a cruel joke and a pretense used to transfer money from your pocket to those who manage it.
Here are five red flags that signal you should look for a new financial adviser.
The evidence is clear: In a study formatted as a sting, advisers too often recommend going for more investment activity.
Younger investors should focus more on their savings rate and less on their rate of return to build a substantial nest egg for retirement.
Investors pay financial advisers $600 billion a year to beat the market. A new report says instead we should pay them to manage risk, income and liability.
Established firms and startups offer algorithm-based advice, low-cost online managed accounts and 401(k) expertise. Which is best for your portfolio?
Too many people don't know enough about how brokers and financial advisers operate. Here's an insiders view of the most vital facts you're probably missing.
Everywhere you turn somebody wants to give you financial advice. But all too often, it's the wrong advice for you.
How did Jeffrey Gundlach go from down-and-out rock drummer to bond billionaire? With a little help from infinity, and "Lifestyles of the Rich and Famous."
Will your retirement income last well into your golden years? Here are the money decisions you need to make to ensure you're ready for decades of security.
Several new firms are touting robo-advisers that can manage your investments. The price is right, but are you ready to give up a live financial adviser?
CNBC is not fast enough, not deep enough and not accountable enough to give ordinary investors the information they need. Long live the alternatives.
A copy of the rare investing guide by hedge fund manager Seth Klarman would cost you thousands of dollars -- but you can get the book's advice for free.
FINRA's BrokerCheck doesn't include all the information about financial advisers that investors can get from other sources. Here's why that could be a problem for you.
How do you know when it's time to get professional financial advice, or whether your next more is something you can handle on your own? We asked some pros to weigh in.