Banco Popular de Puerto Rico

Firms seeking to adapt need to keep these four points in mind.

By putting clients’ interests first and documenting conscientiously, advisors will comply with the rule, while also building trust.

For years, I helped clients make choices that improved their happiness and work-life balance. Why wasn't I doing the same for myself?

President Jim Fitzpatrick plans to address changing approaches to distribution and data management, and place more focus on diversity and inclusion.

Diversity statements and conferences are well and good but don’t go far enough. Here’s what will.

Over longer periods of time, the data makes a compelling partisan distinction.

Building trust and credibility with financial advisors is key to stay competitive, as most work with 10 or more asset management firms.

I don't need outside credentials to bolster my credibility — I have my own.

Fear and worry are rampant. One client asked if any other client had recently returned from China.

Why do advisors focus so heavily on planning for a lifestyle change that may never happen?