Jim Pavia

While there are pros and cons to annuities, some retirement specialists say they have their place because they act as insurance policies that protect retirees.

Poll of CNBC’s Digital Financial Advisor Council finds most members are cautiously optimistic about U.S. markets and the economy in the year ahead.

While savings in this country is dismal, there is hope because 87 percent of CNBC readers polled said they would save money if they got a windfall.

When it comes to retirement planning and making savings a priority, we are truly a nation of procrastinators.

With 1 in 5 Americans a victim of credit-report errors, an annual financial checkup is just as important as a yearly physical.

A new study from Glassdoor Research finds a direct correlation between employee satisfaction and the stock performance of public companies.

HighTower’s Elliot Weissbluth believes future financial services will wed robo-advisor technology to the holistic approach of human advisors.

The Financial Industry Regulatory Authority took disciplinary actions against several financial services firms and individuals in May 2015.

With the fee-based model now the dominant form of the client-advisory relationship, CNBC ranks the top 100 fee-only wealth management firms for 2015.

CNBC ranks the top 50 money-management firms for 2015, based on total assets under management, total number of accounts and average account size.

Hidden fees in retirement plans are confusing and a major problem for retirement savers, according to life strategist and author Tony Robbins.

It’s important to avoid being misled by myths that cloud the difficult task of preparing for and living in a financially comfortable retirement.

Rising rates will be bad for stocks so investors may want to move out of some equities and invest more in bonds, said advisor Carolyn McClanahan.

Barry Glassman, president of Glassman Wealth Services, outlines what lies ahead on the financial landscape now that Donald Trump will be president.

The CNBC FA 100 recognizes advisory firms that help clients navigate their financial lives. Looking for assistance? This annual list may help.