Banco Popular de Puerto Rico

Free trading doesn’t help investors, it only encourages bad behavior.

It's a hard truth that minorities and women are not well-represented in the financial planning industry. It's also a business problem.

Four erroneous beliefs cause many new planners to fail.

In five bite-sized offerings, Chairman Jay Clayton fails to tell the public what it needs to know about RIAs vs. brokers.

A succession strategy doesn't have to be set in stone, writes columnist Carolyn McClanahan.

Our industry is one of the few that’s barely experienced pricing pressure ... so far. Here's how to assure you keep providing value to clients.

Best-in-class IT management and cybersecurity protection means RIAs must also focus on their base layer — the tech stack.

The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.

To grow, firms need to be as engaged in the marketing and sales side of their business as they are in the investment side.

Medicare, longevity, medical expenses — these are some of the most pressing issues facing clients.