Banco Popular de Puerto Rico

Technology has transformed the industry, but personal relationships are still crucial.

Don't be afraid of the transformation. Instead, embrace it as an opportunity to grow.

If you’re reinventing the wheel with every single task, you are forgoing all the benefits that technology was intended to provide.

Advisors should not overlook client savings accounts as idle funds.

"Maybe commissions aren’t so evil after all?"

Record-high stocks, growing geopolitical risk. Is our current market becoming eerily similar to 1972?

Soon enough, analytics will help advisors figure out who needs extra attention, who may be able to provide a new referral and more.

As technology reshapes the financial world, conditions should improve in wealth management.

Kestra Financial’s James Poer offers advisors his three predictions for the new year.

Collaboration and acquisition between incumbents and start-ups is poised to increase.