Portfolio

Around 80% of KMS' advisors, who are about equally divided between fee and commission-based business models, are based in Washington, Oregon and Idaho.

A majority of Americans nearing retirement are eyeing financial advisors for help with planning for the costs of health care, according to a new study from Ameriprise.

An extra step to protect inherited IRAs; What you’ll pay in the Medicare part-D doughnut hole; How much longer to you expect to live? Think again.

The recent FinDEVr conference showcased dozens of cutting-edge tools, platforms and technology integrations in financial services. Here are a few of the most innovative ideas I saw.

Long-term capital gains tax rates in 2014; IRS revises a limited-amnesty program for offshore accounts: Year-end retirement planning strategies

With mortgage rates at new lows, is it time for clients to refinance?

Even with $360 billion invested in smart beta, industry heavyweights say that more education is needed to make public aware of the strategies.

Surprise, retirees aren't that vulnerable to fraud; 4 questions to ask before retiring overseas; 3 mistakes that can sink your retirement

CFP professionals overwhelmingly value the certification: 92% say they are very satisfied with their decision to pursue it, and 97% chose to retain their certification last year.

Ameriprise and one of its advisors were fined by FINRA after an investigation revealed the advisor doctored client documents and the firm kept quiet about the changes.