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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CEO Jim Cracchiolo views incoming advisors as “a continued good opportunity” for the firm, he told analysts on an earnings call.
July 27 -
SmartAsset tracked “organic” growth to see which advisor firms added the most clients and AUM over the past three years.
July 28 -
Plus, leadership changes at Riskalyze and a new strategic partnership for TIFIN Wealth
July 28 -
The independent hybrid RIA is “one big firm whose business model has changed,” CEO Paul Reilly said on the company’s second-quarter earnings call.
July 28 -
Customer experience has become integral during the pandemic and now underpins many strategic initiatives of wealth managers.
August 1 -
As advisors head back to the office, some are rediscovering the benefits of a brick-and-mortar headquarters — and inventing new ones.
August 1 -
A new Arizent study finds that the wealth management industry is deploying AI tools in a significant number of cases at a rate three times higher than those in banking, and even higher when compared to mortgage and insurance.
August 6 -
The regulator provided a detailed listing of practices subject to tougher client-care standards for disclosure or outright elimination.
August 3 -
CEO Dan Arnold says the firm is eyeing continued records in its headcount, despite the usual dropoff in broker moves during downturns.
August 4 -
Three new incoming partner firms have brought $9.5 billion in combined client assets and $50 million in annual revenue this year.
August 4
