Banco Popular de Puerto Rico

Don’t worry about technology replacing advisors. On the contrary, use it to help fix the advisor shortage.

After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.

Artificial intelligence, digital privacy, health care and geopolitics will impact clients in "deeply personal" ways in the next decade. For advisors, that’s a huge opportunity.

New FINRA rules will help the wealth management industry do its part to identify and prevent elder abuse.

Understanding what is important to millennials can help retirement service providers not only capture more of the mass affluent retirement market, but also build relationships with the next generation of investors.

Here's how independent advisors can build a culture of zero tolerance for gender discrimination.

As the financial planning industry nears a fee-only, fiduciary world, independent broker-dealers will face some important choices about their future business models.

Black History Month is a reminder that effort is required for racial progress.

The retailer's foray into wealth management is a wake-up call for an industry that often overlooks female investors.

Find growth by using Maslow's hierarchy of needs to help set compensation policy.