Banco Popular de Puerto Rico

New FPA and eMoney research finds that financial planners who actively integrate a client portal into their practices have better client outcomes, including reduced financial anxiety and increased loyalty and trust.

A half dozen experts shared advice for financial advisors and clients who are buying, selling or refinancing homes.

The world's second-largest economy is facing sluggish growth and a web of crises. Is it time to get out?

A new Arizent study finds that when it comes to diversity efforts that matter, "commitment" is the key word.

These 10 firms have the most certified financial planners among their advisors, highlighting the channel's ongoing shift away from sales to advice.

Around one-fifth of Americans identify as Hispanic. Experts shared tips on how advisors can engage with their growing pool of wealth.

At the start of the year, we asked wealth managers to predict the future. Nine months later, it looks like they did a pretty good job.

August is Make a Will Month, and clients drafting wills can get quite specific. Here's a few interesting things experts are seeing in wills.

The Canadian firm saw an 8% jump in its net income, but CEO Dave McKay foresees a "softer economic outlook" next quarter.

Five experts helped FP compile a big list of potential deductions and strategies surrounding retirement plans and business entity structures.