Banco Popular de Puerto Rico

Boundaries and blind spots: Two advisors have a no-holds-barred conversation about working with clients of different genders.

A planner becomes a certified foster parent and grapples with loss when the child he has fostered is adopted by another family.

Exiting larger firms can result in unique issues that need to be carefully considered.

Competition from the nonprofit and for-profit sectors has increased exponentially, says Lauren Schadle, chief executive of the FPA.

Picking up on a client's unspoken wishes led an advisor to an unexpected asset allocation — one that benefited the client's daughter.

Forward-looking firms are implementing digital advice offerings that can take them beyond allocating to a model portfolio.

It's time the financial planning industry stops failing deaf clients.

Audit volume is up but compliance issues are down — with cybersecurity as the wild card.

A trip to the future brought the unexpected, such as the death of advisor marketing and AI-driven monitoring of client finances.

Making sure what we say and what clients hear has been a trial-and-error process, but one that’s yielded useful results.