Portfolio

Tax season is supposed to be over on April 15. But among certain groups -- especially the wealthy -- filing for an extension until Oct. 15 is now routine.

In a Financial Planning webinar last week, listeners got some great ideas from a all-star team of practice management experts: Commonwealth Financial's Joni Youngwirth, Fidelity Investments' David Canter and Christine Gaze of Purpose Consulting Group.

The Japanese unit of Massachusetts Mutual Life Insurance sold six times more bonds this year, shoring up capital as customers bought foreign currency policies amid a weakening yen.

For clients willing to wait for the start date, deferred income annuities can offer plump payouts.

Lawmakers may eventually prevent heirs from cashing out inherited IRAs over their lifetime. But that could actually be good news for both clients and advisors.

Transferring an IRA asset to a trust is a strategy that provides the beneficiaries protection from creditors and divorce; Plus, what the proposed Medicare 'doc fix' means for seniors.

This week's roundup of notable industry news includes how fear over Fed interest rate hikes spurred investors to withdraw billions from bond ETFs this month.

Fischer said regulators must be attuned to the growth and evolution of the asset management industry after funds “that track the returns of indexes of relatively illiquid assets have mushroomed in size.”

Outlook for the planners -- who were recruited with a promise that they would "not [be] required to sell" -- seems to depend on whether you talk to Northwestern Mutual or LearnVest.

Google's attempt to capture the "stickiest" part of many online banking relationships could eventually help put it at the financial center of the consumer's life.