Banco Popular de Puerto Rico

I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.

Training programs may seem expensive, but they cost just pennies compared to the expense of losing talent and hiring replacements.

Close relationships are part of what makes the profession special, one advisor has found.

Firms should update their online and mobile applications — bigger font sizes, perhaps — to ensure their offerings are accessible to older customers.

The active versus passive debate rages on — but one fund type wins when it comes to tax-loss harvesting.

Lehman Brothers had collapsed. Panic, instability and a recession followed. Ten years later, the lessons from that era echo even more resoundingly.

Wealth management will soon have to measure up to the needs of its customers, rather than requiring customers to suit the needs of the industry.

I underestimated Hurricane Matthew. I won’t do the same with this storm.