www.cnbc.com
Open in
urlscan Pro
104.70.184.158
Public Scan
Submitted URL: http://faplaybook.cnbc.com/
Effective URL: https://www.cnbc.com/fa-playbook/
Submission: On March 25 via api from US — Scanned from US
Effective URL: https://www.cnbc.com/fa-playbook/
Submission: On March 25 via api from US — Scanned from US
Form analysis
0 forms found in the DOMText Content
Skip Navigation BREAKING Stocks making the biggest moves premarket: Bed, Bath & Beyond, Nio, Honest Company and others * watchlive Markets * Pre-Markets * U.S. Markets * Currencies * Cryptocurrency * Futures & Commodities * Bonds * Funds & ETFs Business * Economy * Finance * Health & Science * Media * Real Estate * Energy * Climate * Transportation * Industrials * Retail * Wealth * Life * Small Business Investing * Invest In You * Personal Finance * Fintech * Financial Advisors * Options Action * ETF Street * Buffett Archive * Earnings * Trader Talk Tech * Cybersecurity * Enterprise * Internet * Media * Mobile * Social Media * CNBC Disruptor 50 * Tech Guide Politics * White House * Policy * Defense * Congress * Equity and Opportunity CNBC TV * Live TV * Live Audio * Business Day Shows * The News with Shepard Smith * Entertainment Shows * Full Episodes * Latest Video * Top Video * CEO Interviews * CNBC Documentaries * CNBC Podcasts * CNBC World * Digital Originals * Live TV Schedule Watchlist Investing Club * Newsletter * Morning Meeting * Trade Alerts * Trust Portfolio PRO * Pro News * Pro Live * Subscribe * Sign In Menu * Make It * USA * INTL * watchlive Search quotes, news & videos Watchlist SIGN IN Markets Business Investing Tech Politics CNBC TV Watchlist Investing Club PRO Menu FA PLAYBOOK * FA Hub * Advisor Insight * FA Playbook * Fixed Income Strategies * Impact Investing * Smart Tax Planning Op-ed: A succession plan benefits advisory firms and their clients Tue, Nov 2nd 2021 Did you panic sell during the latest stock market dip? When to get back in Mon, Sep 27th 2021 How the wealthy are preparing for higher taxes Sat, Sep 25th 2021 Op-ed: Gen Z and millennials may not be able to count on Social Security Thu, Sep 23rd 2021 Op-ed: How advisors can navigate investors through uncertainty Wed, Sep 22nd 2021 Impulse spending is an issue for many consumers. How to rein in the habit Thu, Sep 16th 2021 Here are some tips for beating inflation as prices start to rise Thu, Sep 16th 2021 You don’t have to be Britney Spears to get a prenuptial agreement Wed, Sep 15th 2021 FINANCIAL ADVISOR SUMMIT VIDEOS Left Arrow IconA Left Arrow iconRight Arrow IconA Right Arrow icon watch now video17:29 Opportunity Plays: The New Era for College Athletes and Advisors watch now video17:48 The Inevitable Crypto Conversation watch now video18:05 Cyber Risk, Inside and Out watch now video18:17 What Millennials Want In A Financial Advisor watch now video16:30 Don’t Fight It: Rising Rates, Peaking Inflation watch now video21:20 To Build Back Better, Or Not To Build Back Better? watch now video03:56 FA Summit: Cramer Lightning Round watch now video18:42 U.S. Stocks In 2022 watch now video19:10 Vision 2022: Opportunities and Trends watch now video19:47 Advisor Insight: The State of the FA Profession In 2022 watch now video21:59 The Bitcoin Senator watch now video23:50 Leon Cooperman and the Long-Term View watch now video21:10 Building the Next Generation watch now video17:11 Making Succession Planning an Opportunity watch now video22:39 Inflation Hedging Investment Moves watch now video18:35 Changing the Locks: Cybersecurity Compliance watch now video15:40 Digital Referrals and the Power to Grow Your Business watch now video19:56 Is 2021 the year of the value investor? watch now video19:36 The 2021 CNBC Stock Draft - Picking a Winning Strategy watch now video24:07 SEC’s Jay Clayton leads keynote discussion at CNBC FA Summit with Bob Pisani MORE IN FA PLAYBOOK These strategies can help you get the tax-free income you want in retirement Sarah O’BrienTue, Sep 14th 2021 Student loan borrowers ‘shouldn’t bank on forgiveness.’ Here’s how to get ready for repayment Annie NovaMon, Sep 13th 2021 Op-ed: Here’s financial impact of NCAA permitting college athletes to profit off their marketability Mon, Sep 13th 2021 Her father perished on 9/11. She became an advisor to help others plan for the unthinkable Lorie KonishSat, Sep 11th 2021 The lessons for investors from the trial of Theranos founder Elizabeth Holmes Jessica DicklerFri, Sep 10th 2021 Stimulus payments triggered millions of IRS ‘math error’ notices Kate Dore, CFP®Thu, Sep 9th 2021 Op-ed: The tax gap is a real problem but so, too, is the ‘reverse tax gap’ Thu, Sep 9th 2021 Worried about having enough income in retirement? These steps can help Lorie KonishWed, Sep 8th 2021 Op-ed: Investors need to keep perspective as they deal with inflation Tue, Sep 7th 2021 Op-ed: Weighing the options to continue or end expanded unemployment benefits Fri, Sep 3rd 2021 Op-ed: Traditional 60/40 portfolio has actually reached its expiration date Thu, Sep 2nd 2021 Op-ed: What the Rolling Stones can teach us all about investing Wed, Sep 1st 2021 Op-ed: An ‘active wealth’ plan can maximize long-term financial success Thu, Aug 26th 2021 Here’s the perfect amount to invest in bitcoin, according to experts Annie NovaWed, Jun 30th 2021 Muni bonds gain traction for climate and social change Kate Dore, CFP®Wed, Jun 30th 2021 How wealth management firms are doubling down on efforts to make their advisor ranks more diverse Lorie KonishFri, Jul 2nd 2021 ‘Thematic investing’ has skyrocketed. Here’s how to capitalize on trends that could shape the future Sarah O’BrienTue, Jun 29th 2021 Leon Cooperman plans to stock pick his way to success, not expecting much more from overall market Yun LiTue, Jun 29th 2021 A correction could be coming. Here’s how to protect your retirement portfolio from the dip Lorie KonishMon, Jun 21st 2021 Financial advisors shrug off Fed’s inflation, interest rate forecasts Greg IacurciThu, Jun 17th 2021 Op-ed: Here’s how to position your portfolio today for higher taxes Wed, Jun 16th 2021 Those 529 college savings plans can be a smart way to transfer wealth Kate Dore, CFP®Tue, Jun 15th 2021 Advisors pivot to cryptocurrencies as clients want in on the action Lorie KonishFri, Jun 4th 2021 Op-ed: Cryptocurrency investors need to understand and manage their risk tolerance Tue, May 18th 2021 Load More * Subscribe to CNBC PRO * Licensing & Reprints * CNBC Councils * Supply Chain Values * CNBC on Peacock * Advertise With Us * Join the CNBC Panel * Digital Products * News Releases * Closed Captioning * Corrections * About CNBC * Internships * Site Map * Podcasts * Ad Choices * Careers * Help * Contact * * * * * * * NEWS TIPS Got a confidential news tip? We want to hear from you. Get In Touch CNBC NEWSLETTERS Sign up for free newsletters and get more CNBC delivered to your inbox Sign Up Now Get this delivered to your inbox, and more info about our products and services. Privacy Policy|Do Not Sell My Personal Information|CA Notice|Terms of Service © 2022 CNBC LLC. All Rights Reserved. A Division of NBCUniversal Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Market Data Terms of Use and Disclaimers Data also provided by COOKIE NOTICE This Cookie Notice (“Notice”) explains how NBCUniversal and its affiliates (“NBCUniversal” or “we”), along with our partners, including advertisers and vendors, use cookies and similar tracking technologies when you use our websites, applications, such as games, interactive TV, voice-activated assistants, and other services that link to this policy, as well as connected devices, including those used in our theme parks (“Services”). This Notice provides more information about these technologies, your choices, and is part of the NBCUniversal Privacy Policy available here . You should read the Privacy Policy and this Notice for a full picture of NBCUniversal’s use of your information. WHAT ARE COOKIES AND HOW ARE THEY USED? Like many companies, we use cookies (small text files placed on your computer or device) and other tracking technologies on the Services (referred to together from this point forward as “Cookies”, unless otherwise stated), including HTTP cookies, HTML5 and Flash local storage/flash cookies, web beacons/GIFs, embedded scripts, ETags/cache browsers, and software development kits. First-party Cookies First-party Cookies are placed by us (including through the use of third-party service providers) and are used to allow you to use the Services and their features and to assist in analytics activities. Third-party Cookies Certain third parties may place their Cookies on your device and use them to recognize your device when you visit the Services and when you visit other websites or online services. These third parties collect and use this information pursuant to their own privacy policies. Third-party Cookies enable certain features or functionalities, and advertising, to be provided on the Services. Types of Cookies The Services use the following types of first and third-party Cookies for these purposes: Strictly Necessary Cookies: These Cookies are required for Service functionality, including for system administration, security and fraud prevention, and to enable any purchasing capabilities. You can set your browser to block these Cookies, but some parts of the site may not function properly. Information Storage and Access: These Cookies allow us and our partners to store and access information on the device, such as device identifiers. Measurement and Analytics: These Cookies collect data regarding your usage of and performance of the Services, apply market research to generate audiences, and measure the delivery and effectiveness of content and advertising. We and our third-party vendors use these Cookies to perform analytics, so we can improve the content and user experience, develop new products and services, and for statistical purposes. They are also used to recognize you and provide further insights across platforms and devices for the above purposes. Personalization Cookies: These Cookies enable us to provide certain features, such as determining if you are a first-time visitor, capping message frequency, remembering choices you have made (e.g., your language preferences, time zone), and assist you with logging in after registration (including across platforms and devices). These Cookies also allow your device to receive and send information, so you can see and interact with ads and content. Content Selection and Delivery Cookies: Data collected under this category can also be used to select and deliver personalized content, such as news articles and videos. Ad Selection and Delivery Cookies: These Cookies are used to collect data about your browsing habits, your use of the Services, your preferences, and your interaction with advertisements across platforms and devices for the purpose of delivering interest-based advertising content on the Services and on third-party sites. Third-party sites and services also use interest-based Advertising Cookies to deliver content, including advertisements relevant to your interests on the Services and third-party services. If you reject these Cookies, you may see contextual advertising that may be less relevant to you. Social Media Cookies: These Cookies are set by social media platforms on the Services to enable you to share content with your friends and networks. Social media platforms have the ability to track your online activity outside of the Services. This may impact the content and messages you see on other services you visit. We and third parties may associate Measurement And Analytics Cookies, Personalization Cookies, Content Selection, Delivery Cookies, and Reporting, Ad Selection, Delivery and Reporting Cookies, and Social Media Cookies with other information we have about you. COOKIE MANAGEMENT Depending on where you live, you may be able to adjust your Cookie preferences at any time via the “Cookie Settings” link in the footer of relevant websites. You can also use the methods described below to manage Cookies. You must take such steps on each browser or device that you use. If you replace, change or upgrade your browser or device, or delete your cookies, you may need to use these opt-out tools again. As some Cookie-management solutions also rely on Cookies, please adjust your browser Cookie settings carefully, following the relevant instructions below. Browser Controls: You may be able to disable and manage some Cookies through your browser settings. If you use multiple browsers on the same device, you will need to manage your settings for each browser. Please click on any of the below browser links for instructions: Google Chrome Apple Safari Mozila Firefox Microsoft Internet Explorer If the browser you use is not listed above, please refer to your browser’s help menu for information on how to manage Cookies. Please be aware that disabling cookies will not disable other analytics tools we may use to collect information about you or your use of our Services. Analytics Provider Opt-Outs: To disable analytics Cookies you can use the browser controls discussed above or, for some of our providers, you can use their individual opt-out mechanisms: Google’s Privacy Policy and Google Analytics Opt-Out Omniture’s Privacy Policy and Omniture’s Opt-Out Mixpanel’s Privacy Policy and Mixpanel’s Opt-Out The above are examples of our analytics providers and this is not an exhaustive list. We are not responsible for the effectiveness of any other providers’ opt-out mechanisms. Flash Local Storage: These cookies are also known as local shared objects and may be used to store your preferences or display content by us, advertisers and other third-parties. Flash cookies need to be deleted in the storage section of your Flash Player Settings Manager. Interest-Based Advertising: Most third-party advertisers offer a way to opt out of their interest-based advertising. For more information or to opt out of receiving interest-based advertising from participating third-party advertisers, depending on your country of residence, please visit: Digital Advertising Alliance in the US Digital Advertising Alliance of Canada European Interactive Digital Advertising Alliance Australian Digital Advertising Alliance You can also opt out of some of the advertising providers we use by visiting their opt-out pages: Google’s Privacy Policy and Google Analytics Opt-Out Page Facebook Privacy Policy and Facebook’s Opt-Out Page Twitter Privacy Policy and Twitter’s Opt-Out Page Liveramp’s Privacy Policy and Liveramp Opt-Out Page These are examples of our advertising providers and this is not an exhaustive list. In addition, we are not responsible for the effectiveness of any of these providers’ opt-out mechanisms. After you opt out, you will still see advertisements, but they may not be as relevant to you. Mobile Settings: You may manage the collection of information for interest-based advertising purposes in mobile apps via the device’s settings, including managing the collection of location data. To opt out of mobile ad tracking from Nielsen or other third parties, you can do so by selecting the “Limit Ad Tracking” (for iOS devices) or “Opt out of Ads Personalization” (for Android devices) options in your device settings. Connected Devices: For connected devices, such as smart TVs or streaming devices, you should review the device’s settings and select the option that allows you to disable automatic content recognition or ad tracking. Typically, to opt out, such devices require you to select options like “limit ad tracking” or to disable options such as “interest-based advertising,” “interactive TV,” or “smart interactivity”. These settings vary by device type. Cross-Device Tracking: If you would like to opt out of our browser-based cross-device tracking for advertising purposes, you may do so by using the various methods described above. You must opt out separately on each device and each browser that you use. For more information about cross-device matching, please visit the Network Advertising Initiative or the Digital Advertising Alliance. If you opt out of cross-device tracking for advertising purposes, we may still conduct cross-device tracking for other purposes, such as analytics. Consequences of Deactivation of Cookies: If you disable or remove Cookies, some parts of the Services may not function properly. Information may still be collected and used for other purposes, such as research, online services analytics or internal operations, and to remember your opt-out preferences. CONTACT US For inquiries about this Cookies Notice, please contact us at Privacy@nbcuni.com or Chief Privacy Officer, NBCUniversal Legal Department, 30 Rockefeller Plaza, New York, NY 10112, US. For inquiries from users who reside in the European Economic Area, the United Kingdom or Switzerland, please contact us at Privacy@nbcuni.com or Privacy, Legal Department, Central Saint Giles, St Giles High Street, London, WC2H 8NU, UK CHANGES TO THIS NOTICE This Notice may be revised occasionally and in accordance with legal requirements. Please revisit this Cookie Notice regularly to stay informed about our and our analytic and advertising partners’ use of Cookies. STRICTLY NECESSARY COOKIES Always Active These Cookies are required for Service functionality, including security and fraud prevention, and to enable any purchasing capabilities. You can set your browser to block these Cookies, but some parts of the site may not function properly. BACK BUTTON PERFORMANCE COOKIES Vendor Search Search Icon Filter Icon Clear checkbox label label Apply Cancel Consent Leg.Interest checkbox label label checkbox label label checkbox label label Close