Banco Popular de Puerto Rico

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.

Advisors should be scrutinizing vendors to find partners who share similar organizational values.

Culture is like a garden, it has to be planned and nurtured. Even solo practitioners need to pay attention.