Banco Popular de Puerto Rico

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.

In a Q&A with Financial Planning five scholarship winners – and next generation planners – share their views on the industry opportunities and challenges that lie ahead.

Here are five pieces of advice that advisors should keep in mind when going through a merger.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what independent advisors say about some of the most popular overseas retirement destinations among their clients.

For the third year in a row, Financial Planning and the Foundation for Financial Planning jointly present the Pro Bono Awards to recognize both individual advisors and teams of planners who provide exceptional free planning help to those who could not afford it.

Launching your own practice isn't easy. Here are five tips for getting started from advisors who have experienced the challenge of going out on their own.