Banco Popular de Puerto Rico

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.

From why automation may promote engagement to the reasons behind Vanguard’s domination of ETF flows in Q1, here are the most notable quotes from the past week's stories.

We asked advisors to share the buzzwords that they thought confused clients -- and to offer us alternative phrasings where possible. Click through to see their list.

A new study identifies the most expensive markets in the country for long-term care based on average nursing home costs.

The rapidly emerging online distribution channel is attracting serious venture capital, while "do-it-yourself" firms with combined delivery mechanisms will be a "smart bet" going forward. See the list.

Raymond James lands a $2.5 million team while Dynasty nabs two teams from Merrill Lynch. Here's a roundup of some of the most recent moves among independent financial advisors.

Of the 296 funds that picked up Lipper U.S. Fund Awards this year, only nine were peer-group winners for all of the eligible time periods. See the list here.

Using recent research from the North American Securities Administrators Association, Harold Reimer -- head of private wealth management for Temenos in North America -- put together a list of advisory compliance best practices.

After publishing our third annual RIA Leaders list, Financial Planning dove into the numbers to identify which of the top 100 actually have the wealthiest clientele.