Portfolio

Fedcoin could have a lot of benefits, such as helping unbanked buy goods and pay bills online. But about those "know-your-customer" risks...

Offering company retirement plan advice can be a shrewd strategy for advisors -- but first they must establish sound and compliant operations, especially in light of pending regulatory changes.

Revenue grew faster than assets for advisors, a PriceMetrix report finds -- but average client age is now nearly 62, and increasing at a rate of roughly 6-7 months per year.

The demands of Baby Boomers nearing retirement have pushed product providers to market their offerings as not just investments, but also financial wellness tools to manage retirees' lives.

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.