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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Applying psychology to investment outcomes has become an increasingly popular strategy.
June 29 -
The robo-advisor market has exploded in recent years. Is that growth sustainable?
June 29 -
Michael Diamond, product area leader, Core Investments, at Fidelity; Maxwell Lane, head of product at Flourish
June 30 -
An engaging session featuring Ric Edelman on where crypto should fit into advisors' work and clients' wealth management portfolios.
June 30 -
Cynthia Loh on how Goldman Sachs Personal Financial Management is optimizing technology for advisors In this session, Head of Product for Goldman's Personal Financial Management business, Cynthia Loh, will discuss what the firm is doing to enhance client web and mobile apps to better serve advisors so they can help clients minimize financial stress and maximize their return on life—today and tomorrow.
June 30 -
Investors in wealth management share where they're placing their bets, what's exciting them in terms of technology as a gamechanger and which fintechs to fear and partner with.
June 30 -
In this session we will share the results from Financial Planning's annual survey of financial advisors exploring the technology trends shaping the wealth management industry.
June 29 -
Margaret Hartigan, CEO of Marstone; Shruti Joshi, COO of Facet Wealth.
June 29 -
Hear from a leader at a prominent institution to learn more about how they are successfully delivering differentiated retirement income solutions through digital innovation that optimizes the role of advisors.
June 29 -
Gavin Spitzner, president at Wealth Consulting Partners; Andrew Smith Lewis, special advisor at CAIS; Koley Corte, senior vice president and global head of business transformation at AllianceBernstein
June 30
