Banco Popular de Puerto Rico

Affiliating with a bigger platform is often a helpful and necessary step for indie advisors.

Clients surprised me when I asked for their opinions about the planning tool. Plus, how to find out if you're an "innovator" or a "laggard."

The firm charges a very low fee but then steers customers to — can you guess? — its own funds.

You cannot fake it. You cannot read a book about it. You need to dine at the franchises to best understand this niche market.

Technological advancements are helping to empower employees, and wealth management firms will need to shift their cultures to continue to attract the best workers.

Seven IBDs turn 50 this year. Here's why most of them won't survive another half-century.

Each has its own requirements pertaining to tax withholding, clawback rules and filing deadlines.

Distributors may be demanding more support in the areas of investor education, risk management and governance.

Once deeply wary of digital tools, planners may be turning a corner.

If you do not fully understand the regulations, you’re not alone.