Banco Popular de Puerto Rico

Less than 4% of planners are younger than 30. Here’s how newbies to the business can thrive.

When it comes to planning for wealthy families, advisors are hung up on outdated ideas, new data shows.

RIA firms looking to grow need to develop a strategy when looking for new talent, according to Kelli Cruz.

Want to upgrade your skills? This reading list helps planners stay sharp.

Affluent clients have certain expectations of their advisors. Read on to understand where they are experiencing service gaps so you can meet their needs.

Billionaire real estate developer Donald J. Trump has surprised everyone with his showing so far at the political opinion polls. What Trump traits can the financial professional emulate and which ones are best avoided?

Which firms on the S&P 500 have the most cash on hand?

"This isn't the first time something like this has happened. Doesn't mean we like it. It wasn't a great start to my week, I can tell you that," says Scott Tiras, an independent advisor affiliated with Ameriprise.

Advisors, brokers and other industry insiders weighed in on the Labor Department's fiduciary proposal, laying out what they say are the benefits and pitfalls of the forthcoming rule.

As summer winds down, wealth managers, industry execs and others share their favorite titles authored by advisors. These 10 books cover a range of topics from succession planning and practice management, to investment advice and tips on smart retirement planning.