Banco Popular de Puerto Rico

“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.

Actually, there’s a third answer, says planner Victoria Konrad.

Are HSAs here to stay? One advisor’s prediction.

There’s one major benefit to these accounts.

RIA owner Allan Boomer shares his experiences of finding success as new member of the profession.

Wealth manager Kobby Okum shares his expereince on challenges faced by newcomers to the planning profession.