Banco Popular de Puerto Rico

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.

These days, it seems like all the media can talk about is whether or not Republicans and Democrats in Washington can come to an agreement over the so-called “fiscal cliff”. But what exactly is it?

Managing a team is an important part of an advisor’s growing practice. As an individual advisor’s practice becomes more successful and complex, eventually a team structure becomes necessary.

In part one of our two-part series on long term care planning, we looked at reasons behind long term care avoidance among Americans, according to Genworth’s “2012 State of Planning” survey. In part two, Pyschologist and Money Coach Dr. Barbara Nusbaum provides suggestions on how to put these difficult emotions of fear and anxiety to good use.

According to the 2012 State of Planning Survey commissioned by Genworth, Americans aged 35 and over have many excuses for why they don’t have a plan in place for their future long term care needs. In this first part of our two-part series on long term care planning, we look at reasons behind long term care avoidance among Americans.