Banco Popular de Puerto Rico

Focusing on a client niche can boost a planning practice. Among high-performing firms with a target client profile, just 3% pursue opportunities outside of that profile (versus 11% for all other firms surveyed), according to the 2012 Fidelity RIA Benchmarking Study.

A well-planned gathering can help your firm develop client relationships and strengthen ties with strategic partners.

In the wake of continuing financial uncertainty and a volatile market, some older clients (and even young ones too) may find themselves too easily caught unawares. In response, the CFP Board released a guide that provides older clients financial self-defense.

It’s tax season, and that means a lot of scrambling to prepare and find ways to cut taxes. But advisors are skeptical that accountants are making all the right moves.

The final installment of our annual listing, organized alphabetically.

Six executives were recently tapped to lead wealth management and related investment services groups at Huntington Bank, BNY Mellon, SunTrust and U.S. Bank. Find out who they are and what their new roles entail.

The volatility can be painful, but these funds are often used to diversify portfolios and generate alpha.

See which independent broker-dealers generated the most revenue from fee-based accounts.

Revenue continues to fall for the industry's largest brokerages, but lending remains strong.

If your clients are looking for income, these funds have the highest expected dividend payments compared to current prices.