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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With tax season upon us, most advisors are looking for ways to help clients maximize their tax savings. But with some converting to Roth IRAs, the folks at Allianz offered some cautions to help navigate rocky conditions.
February 28 -
Americans held $15.6 trillion in retirement assets at the end of the third quarter of 2009, according to the ICI, but as we emerge from the Great Recession, advisors and investors want to know what they need to do to retain and grow assets from here.
February 24 -
Advisors braved bad weather to attend TD Ameritrade Institutional Conference in San Diego. Check out some images from different folks that attended the event.
February 8 -
Almost every advisor is committing one or more of the seven deadly sins. This is not a reason to beat yourself up, but an opportunity to improve your effectiveness.
January 13 -
Each year, Janney Capital Markets produces a list of events it deems reasonably likely could shake the markets. Check out the surprises Janney expects could make for a bumpy ride in 2011.
January 7 -
For advisors in the bank channel, 2010 was a year of regulatory change, market rebounds and relative uncertainty. It was also a year of creativity, ingenuity and success. Here were some of our top stories from the year that was.
December 30 -
Bank Investment Consultant magazine honored the industry's best bank-based financial advisors for 2010. Take a closer look at what makes them so great.
December 1 -
It's difficult to overestimate the cost of hiring wrong. According to Top Grading by Dr. Bradford Smart, the average cost for a bad hire, earning between $50,000 and $100,000, is $80,000. While, there is no foolproof method that guarantees consistently good hires, here are some tips to maximize the chances of success.
November 14 -
Bank Investment Consultant Magazine's Top 20 Program Managers Awards honored program managers who bring out the best in their advisors. At a dinner sponsored by New York Life/Mainstay Investments in New York last week, the awards program celebrated managers whose advisors perform well above industry benchmarks.
June 30 -
U.S. Capital scooped up two teams from the wirehouse. Meanwhile, Benjamin Edwards landed advisors overseeing $780 million in assets.
March 4
