Banco Popular de Puerto Rico

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.

As clients near retirement, many are eager to address their future cash-flow needs. Based on our reporting, here are some of the best ways advisors can help clients generate income in retirement.

How fair are the tax systems in the states your clients live? That, of course, depends on how you define "fair." Based on a new study that claims to do just that, here's how state tax systems stack up.