Banco Popular de Puerto Rico

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.

With any level of success comes visibility, and with that comes a responsibility to lift up others.

It's important to teach younger advisors every aspect of your practice. Start with "I don't know."

Sounds simple in theory, but when it comes to naming an RIA there are plenty of options to consider.

Revenue numbers take a back seat to cultural and leadership intangibles when selecting a partner who will preserve your firm's value and carry it into the future.

This recently passed bill is groundbreaking retirement legislation and will substantially alter the landscape for employer-sponsored retirement plans and individual savers.

Reports of the death of fiduciary differentiation have been greatly exaggerated, contends fiduciary advocate Knut Rostad.

"Put people before profits and focus on service above self," says Kimberly Foss, founder of Empyrion Wealth Management.

The departures mean my practice is losing thousands of dollars in revenue — for now.