Banco Popular de Puerto Rico

Even as new technology and changing client demands force firms to constantly upgrade, advisors have potent defenses to help them stay competitive.

One size fits all? The single form for disclosure of client-advisor relationships applies even if firms offer multiple products and services.

Planner Lazetta Braxton explains what allies can do to reduce the fear and heartbreak that comes from working in a predominately white profession.

A planner's casual query about his workspace prompted a rousing discussion in an online chatroom. The conclusions that emerged suggest a reimagined physical and virtual space for planners to meet clients.

Videoconferencing tools have helped us feel less isolated during the coronavirus lockdown, however protecting private information can’t be overlooked.

As with equity portfolios, a key part of risk reduction is prudent and thoughtful diversification.

As technology drives down costs, it’s important to remember that financial planners can’t win on performance alone.

These investments can help avoid getting caught up in market volatility as rates rise.

Baby boomers are holding more mortgage debt than the retirees before them. But sometimes, that can be a smart financial strategy.

How one advisor sees the outsized influence of Nobel laureate Daniel Kahneman on the financial planning industry.