Banco Popular de Puerto Rico

A client plans to leave an inheritance only for their biological children, icing out the adopted ones. Is their financial advisor obligated to help — or speak out?

These issues loom especially large for the LGBTQ client base, which is the focus of a new national initiative launched by financial advisors, lawyers and other professionals.

An advisor in Los Angeles wants to help his clients with their estate planning, which requires thinking about death. How can he broach the subject without scaring them?

SEC-registered investment advisors hit an all-time high in 2023 as assets under management also rebounded to stronger growth, according to the latest survey by Investment Adviser Association (IAA) and COMPLY.

As election season ramps up and debates begin, wealth managers are paying attention to how each candidate is addressing particular economic concerns.

Carver Financial Services CEO Randy Carver cuts through the clutter of new AI tools to list the most useful his firm uses to spend more time with clients than the tech.

More than a half dozen experts explain the key practice management and professional development implications of behavioral finance and financial therapy.

The Fed's favorite inflation measure ticked downard last month. Will that be enough for it to cut interest rates?

He owns the home. She pays half the mortgage. Is that fair?

After half a year on the market, we now know which spot bitcoin ETFs have taken in the most investor cash. Here's how they compare.