Banco Popular de Puerto Rico

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.

Too often succession plans tend to be all-or-nothing. There are better ways.

An advisor finds himself thrust into a role he did not anticipate when his married clients die unexpectedly, leaving two sons who need advice and support.