Banco Popular de Puerto Rico

Become a go-to source for philanthropic clients, and your practice could grow.

Here's what advisors say their firms must use to catch up, and get ahead.

Three burgeoning technology movements that might catch advisors by surprise.

By applying these tactics to their practices, planners can improve their finances, while also helping clients improve theirs, according to columnist John J. Bowen Jr.

“He became very unreasonable.” It soon backfired when adviser Michael Martin bowed to pressure from a client to take on his father-in-law.

Retirees can use real estate investments as additional income, says adviser Mike Martin.

Once you purchase real estate, you are married to it, says adviser Mike Martin.

Managers can use these methods encourage employees to work together, according to columnist John J. Bowen, Jr.

Here are six ways to cultivate a relationship with your client that lasts from Financial Planning columnist John J. Bowen Jr.