Portfolio

Long, who oversaw 400 advisors at Wedbush, parted ways with the firm earlier this month.

The overall retirement system in the U.S. works, but a few improvements are necessary as people need guidance on how to grow their savings, experts say; Plus, the steps retirees need to take in order to live comfortably and not outlive their money.

"We're monitoring the situation in Indiana pretty closely, and will consider a range of options," says NAPFA chief executive Geoff Brown.

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.