Banco Popular de Puerto Rico

Financial planners and tax experts offer their unique strategies for year-end planning that can help your clients.

Advisors across the industry are tackling the headaches of making succession plans. Here's how, according to new data from Cerulli Associates.

Among their chief concerns: being a burden on their families, according to a UBS survey.

A Merrill Lynch advisor who once generated $4 million in revenue has moved to Morgan Stanley. The firm was not the only winner last month in the competition for top talent. See this move and more in our latest recruiting roundup.

Credit Suisse advisor teams with $4.5 billion in client assets left to join UBS and Merrill Lynch. But those firms were not the only winners recently in the competition for top talent. See this move and more in our latest recruiting roundup.

An advisor terminated from Merrill Lynch for "inappropriate workplace behavior," and who once managed $5 billion in client assets, has found a new job with Wells Fargo Advisors. But the firm wasn’t the only winner last month in the competition for top talent. See this move and more in our latest recruiting roundup.

The past few months have seen a bevy of mega moves, the result of months of planning, recruiters say. Here are the biggest summer recruits.

A former J.P. Morgan Private Bank team managing $5 billion in combined client assets has joined UBS. But the firm wasn’t the only winner last month in the competition for top talent. See this move and more in our latest recruiting roundup.

The wirehouses still lead in key categories despite the growing advisor ranks at regional firms.

The ETF industry is on a tear. Here's a rundown of the most important market statistics from the first half of the year.