Banco Popular de Puerto Rico

For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.

The Financial Independence, Retire Early movement presents a unique challenge for advisors: Keep the dream alive, or throw cold water on it?

FP's playlist gives financial advisors and clients tunes about the almighty dollar that bounce around from jilted to joyful and keep the party going strong.

Competition was stiff among this year's nominees, with nearly 150 submissions from across the industry.

Whether they call it "dough," "gold" or "funny paper," rock stars have been singing about money since the 1950s. Here's a playlist of wealth-related hits.

From AAI to WMS, there are 242 designations for financial professionals. Here's a quick primer on the most important ones — and how to get them.

From a kid shopping for advisor brains to a Destiny's Child song parody, here's a selection of the year's finest financial humor.

The 2024 T3/Inside Information survey on the tools and tech advisors use has landed. Here's what you need to know.

From knowing your demographics to understanding RMDs, these are some of the best opportunities for tax planners to demonstrate their value to clients this year.

From not saving enough for retirement to racking up too much credit card debt, here's what Americans wish they hadn't done with their money last year.