Tag: personal finance,
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The new arms race in wealth management: Winning the ultra-wealthy
Most registered investment advisors say they serve wealthy clients. The CNBC Elite Advisors list aims to help ultra-high net worth investors narrow the field.
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CNBC Elite Advisors: Top ultra-high net worth wealth management firms for 2026
CNBC Elite Advisors recognizes wealth management firms serving high net worth and UHNW clients.
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How we determined the CNBC Elite Advisors list for 2026
To help develop the Elite Advisors methodology and assess participating firms, CNBC consulted with AccuPoint Solutions and Cerulli Associates.
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Republicans buy crypto more than Democrats, data shows — what’s driving the divide
“There’s a massive, massive partisan gap,” of crypto adoption between Democrats and Republicans. Here’s why.
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Homeowners tapped $47 billion in equity in the first quarter. What to consider before you borrow
While high home values mean homeowners are sitting on an estimated $11 trillion in equity, it should not be viewed as free money, experts say.
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Trump administration temporarily cuts student loan interest rates for borrowers on autopay
The Trump administration announced it will offer federal student loan borrowers who sign up for autopay a larger interest rate discount.
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Women have better retirement savings habits but lower 401(k) balances than men, Vanguard finds
While women tend to save more of their paycheck for retirement, they have lower 401(k) balances due to other factors, including wages that trail men’s earnings.
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Fed holds interest rates steady: Here’s what that means for credit cards, savings rates, mortgages and car loans
Here’s a look at how the Fed’s June interest rate decision may affect your finances.
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There’s a bullish breakout brewing in one travel stock. How to trade it
Tony Zhang breaks down this bullish options trade.
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Student loan borrowers face glitches and misinformation ahead of major July 1 changes, advocates say
Organizations that work with student borrowers report technical glitches that are making it difficult to get correct information and to access repayment plans.
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