Banco Popular de Puerto Rico

With Mother’s Day just around the corner, millions of Americans are shopping for flowers and gifts. But some advisors may want to offer female clients something more substantive: financial security.

The tech outsourcer and platform services provider’s second annual conference in Chicago underscored the firm’s rising influence among independent advisors: more than 600 advisors attended, twice as many as last year, and attendance also doubled to 1,100.

Advisors have a lot to consider when working with Generation Y clients, but it’s a two-way street.

Gen Y clients may be the next frontier for financial planning, but their low investable assets and risky retention rate aren’t all advisors should be thinking about.

Speakers and attendees alike had plenty to say about the merits of an active management approach to investor assets at the annual conference of he National Association of Active Investment Managers. Check out some of the smartest things overheard at the conference.

Thousands of Raymond James financial advisors gathered in Dallas this week for the firm's annual national conference -- here's what they told us they picked up.

As people and businesses all over consider their impact on the earth, Financial Planning has compiled some tips for eco-conscious advisors. In celebration of Earth Day we talked with industry experts about the ways advisors can build a greener practice.

Although the market is improving in some places, the overall value of real estate owned by U.S. households fell to $17.65 trillion in 2012 from $22.7 trillion in 2006, according to the Federal Reserve. Much of that decline hit boomers the hardest, since most were in their peak earning years when the financial meltdown occurred and were living in the largest homes they would ever own. Financial planners now face a challenge: how to help clients chart a future that will meet their housing and health needs while preserving as much of their assets and capital as possible.

So many advisors feel alone, are afraid to admit it, and do not know what to do about it. It is a people focused job, true, you get to interact with your clients but so few have people to talk to about being an advisor. So Matt Halloran asks, what can you do to get out of your office and inspire your practice?

What's next for financial advisors? How will wirehouses, banks and RIAs continue to evolve in the coming year? Tiburon's Chip Roame explains 15 key trends that every advisor must keep an eye on.