Banco Popular de Puerto Rico
Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.
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“The broker-dealer world has tried to hang their hat on suitability, and if you close your eyes a little and squint, they almost look like fiduciaries — but not really,” one advisor says.
April 20 -
Advisors need to educate clients — but not dumb down their advice — when it comes to the complex world of these investment vehicles.
April 24 -
Amid major changes in the tax code, accountants with planning expertise can become go-to advisors.
April 24 -
Many advisors blindly spend time and money on social media platforms without accurately measuring the ROI.
April 26 -
Much of the industry animus toward robo advisors, writes veteran fintech analyst Davis Janowski, is rooted in frustration, envy, and fear.
April 25 -
"Simply calling yourself a financial planner does not make you one," argues CFP Board CEO Kevin Keller.
March 7 -
The big questions firm owners should be asking in a booming M&A market.
March 4 -
Volunteer days and relocation bonuses are just some of the perks firms are offering their financial advisors.
April 2 -
To protect their practice, advisors should know the answers to several critical questions about how vendors use and safeguard their data.
March 21 -
Fortune 500 companies disappear because they don't plan properly for the future. Don't think it can't happen to your firm.
March 22
