Banco Popular de Puerto Rico

Planners share their best tips for kick-starting the conversation with prospective clients.

The Minnesota Society of Certified Public Accountants recently surveyed its CPA members in public accounting on the most outrageous tax deductions clients tried to take on their tax returns. Their responses included everything from pets and weddings to cars impounded by the police.

Here's what every advisor should be looking for on their clients' Form 1040s -- and what potential opportunities may exist as a result.

To create this ranking, we took our RIA Leaders list of the top fee-only independent RIAs, then calculated the average client account size. The results were illuminating.

Where should advisors look for dividends in the stock market? Here's a closer look at what S&P 500 sectors yield, how dividends have been growing (or shrinking) in relation to the overall market, and what percentage of stocks in the sector provide a dividend.

The RIA sector is in growth mode -- but which firms are growing fastest? See this year's list.

Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.

RIAs follow the money. Here are the states with the most RIA firms.

From the family feud that rocked Nicholas Schorsch's REIT and IBD empires to LPL's regulatory lapses and a wealth management crisis sparked by a CEO's private fund, the advisory industry had a healthy share of lowlights in 2014. Here are some of the most memorable.

From the breakthrough performance of 'robo advisors' to Schorsch's big grab, the advisory industry has seen major changes in 2014. Here's a look at the most important events and trends pushing the industry forward this year.