Banco Popular de Puerto Rico

Some owners are reluctant to give away an equity stake. Here is one solution.

Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.

Those born too early to be digital natives may require a helping hand in developing a sophisticated online presence that accurately reflects the character of your firm.

State regulators and state legislature are stepping in to propose initiatives to protect consumers against salespeople wrapped in fiduciary clothing.

Tragic experiences led this advisor to find a way to make finance real and personal.

New technology is making it difficult for funds that fail to combine low costs, strong returns and brand equity to earn spots on investment lineups.

Once deeply flawed, such policies are now a necessary piece of a firm's toolkit — but picking the right one is tricky.

It's been hard for me to find mentors, and I've stopped attending most industry conferences.

Increasing diversity on your team can engender a greater feeling of inclusion among your client base and broaden your pool of prospects.

Gauging the valuation of your business is a way of knowing the overall health of the firm. It can be a humbling process.