Portfolio

Clients may consider including bitcoin as an alternative investment in their retirement portfolios, especially if they can manage the risks involved; Plus, why a qualified longevity annuity contract within an IRA or a 401(k) plan is a good option for clients.

From dividend winners to dumb investing bets, 2015’s popular stories will be as valuable to investors in the coming months as they were over the past year.

From dividend winners to dumb investing bets, 2015’s popular stories will be as valuable to investors in the coming months as they were over the past year.

There seems to be a disconnect between advisors’ tech goals and their tech behavior.

A renewed appetite for Irish equities adds another leg to Ireland’s renaissance among international investors, seven years after the financial crash sent them running for the exit.

One wonders how a financial planner, attorney or accountant can know all the complex rules regarding IRAs. Here are several examples of the liabilities that can arise from making mistakes.

Gear up for 2016 with this overview of industry movements to watch.

Seniors are better off enrolling in a Medicare Advantage plan to get coverage for their prescription medicine, which is not included in Medicare Part A and Part B; Plus, nine ways to save more and spend less in 2016.

But our exclusive tech survey shows that CRM software isn’t being used to its potential.

Going the RIA route is not an easy decision, but thoughtful preparation can get you there. Here’s how.