Banco Popular de Puerto Rico

Your website should tell prospective customers a number of things: services and philosophy, investment methodology, financial planning expertise ... and technological savvy.

Financial advisors on the East Coast have solid reasons to be worried about Hurricane Sandy – and even those far from the wreckage should be concerned, too. Advisors’ and clients’ safety rank first, but advisors also have to be concerned about their offices and property, as well as those of their clients’ and their clients’ relatives. As vital as proper insurance coverage is, it often will not cover all losses, nor losses from the disruption of business. How prepared are you and your firm to deal with a major disaster, like Sandy? Far too many advisors have no disaster recovery plan to rely on for times like this. Here are 5 questions to consider regarding you, your firm and your clients after the worst of the hurricane strikes.

With October 15 behind us and April 15 still comfortably far away, it’s a good time to start boning up on ways to save your clients money once things start getting serious.

Marketing is not a one-shot thing. It is about finding a need and filling it over and over again to generate predictable results. Choose one of these action items and grow your business today.

Advisors all desire employees who know what you want even before you speak. While these type of people are typically a needle in a haystack, there are ways to optimize the staff you have already.

The worst one-day crash in stock trading took place 25 years ago on October 19. Here's a look back at Black Monday, on its quarter-century anniversary.

As you navigate your way around the future of mobile technology, there are signposts that you must be aware of so as not to make a wrong turn and end up in a perilous situation. Here are four things advisors should watch out for to make the most out of mobile technology.

Nearly five years after relocating to Washington, the CFP Board has increased staff and certificants as the organization has actively engaged in the policy debates that will shape the regulatory landscape that impacts the regulatory industry. Check out a photo essay that looks under the hood of this vibrant organization.

As 75 million Baby Boomers stand at the edge of retirement, most will have to look beyond government programs to sustain their standard of living. Here are six things advisors and their clients should be aware of when setting aside income-generating retirement plans.

While advisors might not snag designer Cynthia Rowley for their next client event, LearnVest Live showcased some important elements of a fun, successful client event. Check out photos from the event and read the blog to see what lessons advisors can take away.