Nathan Place

At the start of November, wealth managers and their clients stood watching and waiting as America decided its next president.

These seven financial advisors — career changers, innovators and community leaders — are changing wealth management. Here are their stories.

Wealth managers typically focus on other people's retirement plans. But how do they want to spend their own golden years?

Even — or especially — for financial planners, retiring isn't easy. Here's how to let go of the business and embrace what comes next.

Investors poured cash into U.S. exchange-traded funds last month, but not every fund benefited. Here are the 20 that lost the most money.

U.S. exchange-traded funds raked in $82.4 billion last month, finishing out a strong first half of the year. Here are the funds that garnered the most investor cash.

Retirement advisors' confidence in the economy broke even in July, but a closer look shows rising anxiety.

After half a year on the market, we now know which spot bitcoin ETFs have taken in the most investor cash. Here's how they compare.

He owns the home. She pays half the mortgage. Is that fair?

The Fed's favorite inflation measure ticked downard last month. Will that be enough for it to cut interest rates?

A retiree in New York could pay off her debts in one lump sum. But is that the smartest move?

The news on retirement isn't all bad. Last year Americans saved more in their 401(k)s than ever before, according to new research from Vanguard.

Should one number have so much influence over asset allocation? Researchers and advisors alike say it's time for the risk score to be reined in.

An advisor in Los Angeles wants to help his clients with their estate planning, which requires thinking about death. How can he broach the subject without scaring them?

Curiosity and a willingness to slay sacred cows made Barry Ritholtz into one of the financial industry's sharpest — and sharpest-tongued — analysts.

A client plans to leave an inheritance only for their biological children, icing out the adopted ones. Is their financial advisor obligated to help — or speak out?

Exchange-traded funds bounced back in May, but not all of them benefited from the upswing. Here are the 20 with the biggest outflows.

Exchange-traded funds bounced back in a big way last month. Here are the 20 that took in the most investor cash.

CFAs' knowledge of investments is on another level — which is why the designation is so hard to get. Here's why it can be worth it.