financial adviser

The Bizarro World of Investment Advice

Do you ignore Warren Buffett, banks' greed and peer-reviewed research? Do you rely on advisers only as good as a coin flip? Welcome to Bizarro World.

Financial Industry Gets Social to Lure Young Money

At least $1 trillion will move from one generation to the next by 2025, and when assets change owners, advisers usually fall by the wayside. But certain parts of the financial services industry are finally adapting they way they communicate with these wealthy, younger potential clients.

Retirement Savings, Part 3: Alternatives to Employer Plans

First, we covered how to manage employer-sponsored retirement plans like 401(k)s. Next, we explored what to do if you've lost your job, and with it your access to a plan. In part three, we explore options for the unemployed, self-employed and those who are otherwise locked out of employer-offered retirement plans.

Do You Know How Your Financial Adviser Gets Paid?

Most investors don't know how their financial advisers are compensated -- many even think they are getting their advice for free. It's not a trivial matter: How you pay your adviser affects the rules they must adhere to, and the degree to which they have to put your interests first.

When It's Worth It to Pay a Financial Guru

America is DIY Nation, but in certain financial situations, a do-it-yourself strategy can make a bad situation much worse, because in investing and money matters, most of us don't know what we don't know. Here are eight times in your life when the high stakes demand that you call in the experts.

How to Avoid Making Dumb Money Mistakes

Even the smartest people can be dumb about money. Do you find yourself accumulating credit-card debt for goodies you don't really need -- and failing to plan for retirement?