Banco Popular de Puerto Rico

After more than a year in lockdown, here’s what advisors think about returning to the office.

According to Financial Planning’s 2021 Tech Survey, large firms are ramping up spending while smaller firms are keeping budgets modest. Are they starting to fall behind?

LPL navigates its trickiest relationship with hybrid RIAs, and the stakes are high. After a year marked by hate and violence, Asian American advisors reflect on the industry’s potential.

FP’s annual RIA Leaders issue examines the industry’s fragmentation and diagnoses the problem with rankings.

This year’s RIA Leaders represent an industry that will emerge from a post-COVID world deeply altered.

Benefits are an increasingly important part of the mix for RIAs while IBDs are looking to take a page from their smaller competitors’ playbook.

Allegations of murder, years-long theft and “hidden secrets of the wealthy.” What happened — and where were the regulators?

Newer contracts scrap conflict-laden commissions and aren’t as complicated for investors to understand. Will independent advisors bite?

Marketing can lift advisory businesses to new heights by helping financial advisors identify their value proposition, make an inclusive appeal and use new digital tools