Banco Popular de Puerto Rico

Some planners offer all of their clients concierge services, while others help only top clients with special projects. No matter the details, concierge services help advisors strengthen existing client relationships and attract new ones.

In an industry where everyone seems to have an opinion, these financial services veterans have learned to leverage Facebook, Twitter, LinkedIn and other social media to their advantage.

With high levels of volatility in the markets and a financial environment that remains risk-adverse, lower returns on traditional financial investments are driving more high-net-worth clients toward niche alternatives. Independent television documentary director Elena Mannes highlights some of these exotic assets – including trees and violins – and the underlying risk their attractive returns hold.

With yields low and the uncertainty of retirement looming in the minds of Baby Boomers and current retirees, maximizing social security benefits become ever-more important. Unfortunately not all retirees are doing that.

This year’s survey provides insights into advisors’ changing relationship with the technology they use each day. To improve the accuracy of results, single-use links to thousands of readers were implemented making the survey the most scientifically accurate version the magazine has ever done.

Many advisory firms are suffering capacity constraints at a time where macro forces, like Boomer retirement, are driving growth their way. Advisors can take advantage of this growth curve by implementing the “Starbucks Experience," which will allow them to scale businesses for growth and provide a better client service experience.

Social media marketing may be a foreign language that some advisors stumble with, but becoming a master of it is only a matter of time. Craig Faulkner, chief executive officer of FMG Suite and the company’s social marketing guru identifies some of the more common mistakes that can trip up advisors.

Advisors can be their own worst enemy when it comes to running a productive and profitable financial services practice. Faced with research, case studies and tools for improving their business, financial advisors often find ways not to adopt the habits that will ensure their success.

What are the common mistakes well-meaning advisors make when working with women in couples? Wealth psychology expert Kathleen Burns Kingsbury breaks down the mistakes (and how to correct them).

Privately owned banks do not report to the SEC, but they can face challenges if they need capital. This list looks at banks with a physical retail presence and stock that cannot be readily traded on a stock exchange.