Banco Popular de Puerto Rico

Nearly 2,000 advisors, exhibitors, and asset management industry leaders headed to Chicago for Morningstar's annual investment conference June 18-20. Here, attendees reveal the top takeaways for advisors.

High compensation tends to draw top producers. So how do advisors fare at the various independent broker-dealers? The FP50 tracks payout across the top firms; click through to see the independent B-Ds with the highest average payout.

Reworking a compensation plan for your firm? Ask yourself these questions first.

Who are the financial planning industry's largest broker-dealers? Financial Planning has unveiled its annual list, so take a look to see where your firm ranks.

Are you reaching out to clients effectively? Advisor communications techniques -- both online and in the real world -- are a key focus area in Pershing's second annual study of advisor success.

The independent broker-dealers on the 2014 FP50 list delivered average revenue growth of 15% in 2013. For some firms, revenue growth was significantly greater. Here are the top 10 fastest growing IBDs based on revenue growth.

Securities America picks up a team with $100 Million in client assets while a Goldman vet heads to CapWealth. Here's a roundup of some of the most recent moves among independent financial advisors.

As business owners prepare to sell, advisors have new opportunities for growth. Here's what you need to know.

From gender inequality in the financial planning profession to the expansion of financial education and wellness programs, here are the most notable quotes from the past week's stories.

Having more control over your business is key to improving both capacity and profitability for your firm. We examine several important habits and behaviors that set apart the advisors who felt in control from the rest of their peers.