Banco Popular de Puerto Rico

Top wealth managers share how they set strategic priorities, keep initiatives on track and get staff engaged in the process.

Advisors spend plenty of time focusing on their clients' long-term plans, but what about the future of their firms? Here are five strategies, common among top firms, that advisors can institute to expand their practices.

Financial advisors get trained in taxes, but many times it’s just a basic framework for how to structure investments. A CPA can bring a much deeper level of understanding to a client’s tax situation.

Experts provide valuable tips for firms to protect sensitive client data from hackers.

Many studies have shown that it's difficult for active managers to consistently outperform their benchmark indexes. Recent data from Morningstar on fund flows seems to show that investors are beginning to get that message.

As investors flee Pimco's Total Return Fund, advisors may be exploring options for clients' fixed income allocations. Here are four intermediate-term bond funds with a gold rating from Morningstar.

In a room full of some 1,000 financial planners only about a dozen raised their hands when asked if they like their profiles. LinkedIn exec Jennifer Grazel offers advice on how advisors can make the most of this tool.

Clients searching for income? Here's a look at the 10 biggest dividend payers this year.

Unknown health care costs are regarded by many as the biggest threat to retirement plans. At the same time, shifts in the industry are changing advisors' options to help clients plan for the costs of extended health care. Here are the most critical factors advisors should keep in mind about long-term care.

Alternative mutual funds are in the midst of a growth period with asset managers aggressively marketing the investment products to advisors. Here is a look at the top 10 alternative mutual fund launches in 2014 based on net assets, according to Morningstar.