Banco Popular de Puerto Rico

It's never easy to talk to strangers, but establishing a swift rapport with prospective clients is vital for building your business. Advisors share their best tips for getting these conversations underway.

Some of the best market segments last year were overlooked by investors, as clients often bought when they should have sold. Were your clients part of the herd?

With interest rates near record lows, it may be a good time to refinance a mortgage. We asked advisors to tell us about the conversations they're having with clients.

The weird, the oddball and the most far fetched tax deductions clients have tried to take on their returns.

Advisors dish on clients who tried to game the system a little too aggressively.

There's little on the performance side, but some funds manage to pay out more than others while keeping costs low.

Years of losses can take a toll on a client's psyche; they can also create buying opportunities.

Investing in health funds in recent years would have kept your clients healthy, wealthy and wise.

The U.S. has more than 1 million households with $5 million or more in investable assets – Are they near you?

New to our 5th annual list of the largest independent planners, these RIAs are blazing ahead with new ideas and poised for growth.