Banco Popular de Puerto Rico

The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse’s UHNW business in the U.S., explains in an episode of Financial Planning’s Invest Podcast.

Many financial advisors aren’t aware of serious conflicts of interest affecting the majority of retail clients, Northeastern University Professor Nicole Boyson says in a Financial Planning Podcast.

The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.

Louis Barajas and David Russell discussed their views on how wealth managers can work with and hire more Black and Hispanic advisors and clients.

The veteran journalist explains how he has adjusted quickly to a new beat and his plans for the series in future months.

Harry Sherdil took his practice independent last year with an ambitious goal stemming from his powerful personal story.

Robert Sandrew considers himself a people person, which aids his ability to bring new talent to his firm. But finding the right fit is an ongoing process that evolves as quickly as the industry itself.

Lindsey Swanson’s career as a CFP was on the traditional path until her desire to help the underserved took her from retirement plans to porn stars.

Kent Manderville has 700 NHL games and a silver medal on his resume. Find out why that made him perfect for a career in wealth management.

Ric Edelman continues his crypto crusade with a new book and a warning for advisors unwilling to learn about the asset class.