Portfolio

Longevity is the X-factor in retirement planning; How working in retirement impacts Social Security; Live a little, your kids will make their own money

Happy birthday ERISA! The Employee Retirement Income Security Act of 1974 turns 40 this month. Here’s a look at 11 important milestones, modifications and case law in the legislation’s 40-year history.

With 10-year Treasuries paying only 2.37%, and CD's offering investors even less, finding income for older clients remains a challenge for advisors.

Credit Suisse Group added private banking to its operations in Toronto as the lender seeks to win business from Canada’s wealthiest individuals.

Discounted cash flow is the most important valuation method financial advisors can use, according to strategic consultant David DeVoe.

What you need to know about IRAs and trusts; The easy solution to our retirement savings crisis; Prepare to retire with a gift annuity

Advocates are calling on the head of the SEC to move forward with a uniform fiduciary proposal, even if that means pushing the rules through a divided commission split along party lines.

Researchers in Bethesda, Maryland, have spent eight years developing a handheld device to quickly assess potential brain trauma in injured U.S. soldiers and athletes with concussions.

To prevent another meltdown of the market that helped spur the global crisis in 2008, large broker-dealers should receive access to Federal Reserve loans to enhance liquidity in the sector, according to a new report.

Some predict an increase in volatility in the U.S. followed by an uptick in global volatility. How should advisors help their clients prepare?