Banco Popular de Puerto Rico

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

FP’s 37th annual IBD Elite issue examines how firms unafraid of their branding as brokers are changing the industry.

Lacking any formal codification or an accurate count of customers, the planning profession is struggling with some fundamental questions.

Market volatility and economic uncertainty have made the end-of-year tax planning ritual more complex.

Cash sweeps are lucrative to the industry, but not to clients. Here’s how financial advisors can get greater yields.

As sustainable investing principles weather a growing backlash, the biggest asset managers are pivoting in how they talk about environmental, social and governance funds.

Between conflicting data points and countless buzzy “best practices,” it’s easy for advisory firms to get caught up in the weeds on the elusive business booster

Independent branches are playing a pivotal role in the industry — regardless of anyone’s opinion or awareness of them.

Transition planning can involve some explosive emotions. Here’s how to navigate them without blowing up the future.