Banco Popular de Puerto Rico

Eight tech tools planners can use to transform their practice.

Falling client risk tolerance and domestic turmoil may mean that these international equity funds could be more attractive to investors looking for diversification.

From time-tested appetizers to secret family mains, join us for an eight-course extravaganza — a menu exchange from wealth management names you know and love.

Drew Lunt, founder of Scratch Capital in Boise, Idaho, still uses Black Diamond for his portfolio accounting needs, but as his client base expands to more affluent, complicated clients, he has looked outside the industry for solutions.

When it comes to retirement planning, financial advisors are always looking for an edge. Could these strategies get them there?

Also, Cresset extends its reach in Texas, Janney recruits from Wells Fargo and Ameriprise, Merrill draws from Wells Fargo and Mercer acquires a $1B firm.

Current market conditions and declining interest rates make small-cap ETFs an attractive option for diversification, but choosing the right one requires a hard look at the details.

More seniors than ever are choosing Medicare Advantage, but the growth isn't universal. In some states, most still prefer original Medicare, according to a recent SmartAsset study.

Even with all the advancements in artificial intelligence in the past few years, Financial Planning's new research shows human connection remains at the center of advisors' work.

This year the top three firms in FP's exclusive study of RIAs that do not do any commission business manage nearly $120 billion combined.