Banco Popular de Puerto Rico

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.

SEC crackdowns on off-channel communications are costing firms millions. Here's how to avoid being caught up in the next enforcement sweep.

A retiree in Colorado wants to use her wealth to help heal the planet. How can she align her portfolio with her values?

The global bank saw a decline in its wealth management headcount for its Americas region even as its invested assets rose.

Fires like the tragic one that devastated the Hawaiian island are among many disasters where advisors can play a role in mitigating or preventing losses.