Banco Popular de Puerto Rico

Women tend to have similar priorities to men, but an array of different challenges. A recent Pershing study outlines six key differences that advisors should consider when working with female clients.

See the returns, expense ratios and other data for the available domestic dividend growth ETFs -- including three new ETFs based on new indexes from Morningstar, Russell, and S&P Dow Jones.

An advisor's initial instinct when notified of a pending examination may be to worry or be nervous. We recommend that you take fear out of this process, though. Once you receive notification of a regulatory examination, stay calm and follow these seven steps.

With Apple set to replace AT&T in the Dow Jones Industrial Average, here's a look at how these two stocks and their neighbors have fared over the past few years.

The women’s wealth market presents a very real business growth opportunity for advisors provided they understand the specific approaches and differing preferences that will resonate with women investors.

The big questions going forward are who will be doing what in the digital advisory space -- and when and how they'll be doing it.

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.