Banco Popular de Puerto Rico

Wealth, widowhood, retirement strategies and practice management tips were all in focus in at the Women Advisors Forum in Chicago in October. Here are a few of the smartest things we heard in Chicago.

With an anticipated spike in demand for advisors over the next few years, financial planning is one of the best industries to get into. Here are 30 standout schools for a career in planning.

Over the next 10 – 20 years, trillions of dollars’ worth of financial and non-financial assets are expected to be transferred from the boomers to their heirs. As a result, advisors must be prepared for these changes to make sure that inherited assets will remain with them.

One of the most common questions people ask is: How do I differentiate myself? Here are twelve steps to help you stand out from the competition.

The seven winners of this year's Financial Planning 2013 Influencer Awards have earned their accolades with impressive individual accomplishments and a commitment to bettering the financial advice industry. Some of the following may be familiar names; others are, as they say, "famous to a few." Click through to see this year's winners.

When you “wow” prospective clients you increase your chances of earning their business and earning referrals early on in the relationship. Here are 6 things you can do to "wow" prospects even before the first meeting.

Tax treatment, good or bad, can make or break an investment decision. Are you helping your clients avoid these common blunders?

A recent study highlights the industry's dire need for new advisors, and aims to help firms understand Gen Y's huge potential. Here are the key takeaways.

One of the biggest value adds advisors can provide is being able to pick up on warning signs that a client's family business may be in trouble. Here are six to look out for.

From improving communication with clients to placing a bigger emphasis on risk management, advisors share how they’re navigating the rebounding market environment and how their practices have evolved as a result of hard lessons learned during the financial meltdown of 2008.