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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JPMorgan also builds out the ranks of its private advisory group with execs poached from Goldman Sachs, Wells Fargo and Ernst & Young.
January 31 -
Mercer Global Advisors and EP Wealth also extend their reach into the Nashville, Tennessee area with RIA acquisitions.
February 7 -
Financial Planning announces its 2025 class of the top 40 most productive employee wealth management brokers under age 40.
February 18 -
With promises of potentially beating the market, actively managed ETFs can appear attractive to investors. But with higher fees and more potential volatility, are they worth it?
February 11 -
Financial Planning announces its 2025 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.
February 18 -
The RIA aggregators Prime Capital and Corient also made their marks with big acquisitions.
February 14 -
Amanda Butler, chief technology officer of Nepsis, said she has been working for over a decade to help the firm integrate its tech stack with Salesforce.
February 19 -
Also this week, LPL pulls a big team from Raymond James, Merrill from Morgan Stanley and Dynasty from CIBC.
February 21 -
Gabriel Kaplan of Wealth Habits used to give his virtual assistant around 20 hours per month of work. AI tools in his tech stack have greatly reduced that amount.
May 20 -
Also this week, LPL picks up teams from Cetera and Ameriprise and Stifel draws from Merrill
May 22
