Shannon Saccocia has learned a thing or two about how to prepare. The first female CIO of Boston Private also discusses how financial advisors can remain relevant amid the ongoing shift to passive investing.

The CFA Institute is adding the topics to its Level I and II curriculums for the first time next year.

Although the rules have become more lenient, high-income clients must not be complacent.

More retirement investors are including cryptocurrency in their portfolio because it helps them achieve diversification.

The traditional approach of buying credit to balance equity risk may no longer be of any use.

Critics say the SEC isn’t living up to promises made when Jay Clayton became chairman.

About a quarter of advisors treat cryptocurrencies as something akin to gambling: "only worth investing money you can stand to lose.”

“Everyone who isn’t keeping keys themselves is keeping them with Xapo,” said Ryan Radloff of CoinShares.

The tax treatment of bitcoin and its ilk raises major questions.

Clients may be in the dark about the regulators new rules for taxing digital currencies.

The firm seeks to diversify investment risk for clients by combining six internally managed liquid alternative strategies. Plus; other launches.

The firm launched an asset management unit to manage the product, providing access to the estimated $450 billion digital currency market.

So-called stable coins may be the “key to unlocking widespread adoption,” a virtual currency founder says.

The decentralized and unregulated nature of bitcoin makes it difficult to appoint an heir.

Moving to a retirement community is a great option for seniors if they don't have enough support from family and friends and they have a sizeable nest egg to finance such an arrangement.

From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.

Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.

The regulator asked sponsors to hold off on registering funds investing in the currencies. Here’s why.

Following the cryptocurrency's recent decline, a new fund will accept virtual coinage for investment in private companies.

Brian Moynihan said "it’s just our view that customers should be careful here."