Banco Popular de Puerto Rico

The planner is among the brightest minds in the financial planning profession, but his endorsement of the organization's certification standards is "decidedly enigmatic."

With competition heating up, the IBD is offering advisors better technology and higher pay.

Are these companies really able to disrupt the current market? And which tech giant is closer to customers?

"I would go home at night and question if I added value to anyone’s life that day," writes Ashley Folkes. "The answer was usually no."

The FPA has a drastic proposal to dissolve local chapters. There may be a better way forward.

Make sure your conversations with clients include variations of this theme. It's not a bad way to approach your own big decisions, as well.

Dave Grant thought he’d seen it all as an advisor. Then an investment review meeting turned deadly serious.

More wealth management pros are joining mastermind groups, driven by the growing realization that the isolation that comes with running a business can hold back the business’s success.

A one-for-all OneFPA Network is the best way forward for national and chapter groups alike, this advisor and former board member says.

Shoehorning them into certain categories can lead to bias and crimp firm growth.