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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To stay competitive in attracting the next generation of clients, advisors will need a strong digital presence. Social media is a big part of that, says UBS advisor Mitch Slater.
June 20 -
To stay competitive in attracting the next generation of clients, advisors will need a strong digital presence. Social media is a big part of that, says UBS advisor Mitch Slater.
June 24 -
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Morningstar’s head of behavioral science, Stephen Wendel, discusses the frontiers that tech is opening for advisers at SourceMedia's In|Vest conference.
July 13 -
In the near future, an adviser's role will partly be providing help desk support to clients, says Uday Singh, a partner with A.T. Kearney, at SourceMedia's In|Vest conference.
August 3 -
Changes in consumer behavior means demand and acceptance of financial advice has changed dramatically, says Deloitte consultant Gauthier Vincent.
August 4 -
Is there a better model for retirement planning? Michael Falk, partner with Focus Consulting Group, explains why advisors should shift their focus from stockpiling assets to covering clients' expenses.
August 1
