Banco Popular de Puerto Rico

The iPad has revolutionized the financial services industry. Here's a deeper dive into some of the specific ways advisors and wealth managers can use the iPad to improve their business.

To become more successful, most small business owners must begin by acknowledging all of the areas in which their business falls short. For independent advisors, and many entrepreneurs, this can be a tough thing to assess. Never fear: Four key custodians offer four simple ways to improve your business.

Preparation is the key to a successful audit. The following guidelines will help your firm smoothly navigate the regulatory audit process and manage any possible surprises.

Over the next 10 years, advisors will help their clients facilitate the largest wealth transfer in the history of our nation's history and charitable planning will become an increasingly larger and more important part of that service.

The Internal Revenue Service's list of the most common errors it sees from taxpayers and paid preparers on tax returns is a sobering reminder that nobody is perfect. Here's what the IRS had to do to fix the most prevalent mistakes.

Risk parity has become a popular allocation and risk management strategy in recent years. Do you know enough about it to provide guidance to your clients?

Insights gained at humble jobs long ago have helped these planners shape their messages to clients.

Financial Planning and the Foundation for Financial Planning recognize life-changing volunteerism with the 2nd annual Pro Bono Planners of the Year Awards.

Mass affluent clients represent the sweet spot for every wealth management firm's business. So what's on their minds right now?

Here's what advisors need to know to help their clients build affordable and well-diversified portfolios using unit investment trusts.