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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S&P Equity Research, a division of the New York-based credit rating agency, identified 29 funds that achieved the highest overall five-star quantitative ranking in each of their respective categories, and gave them gold, silver and bronze placements.
November 2 -
For four days, advisors descended on Boston for insights on practice management, regulatory changes to help improve their business.
November 1 -
The ETF business is exploding with more providers entering the space and more interest from advisors and investors than ever before. Many advisors are becoming more sophisticated in their use of ETFs. However with rapid development comes confusion. The ETF 360 Summit on Oct. 21 in New York City helped advisors sort through the clutter and confusion, teaching them to identify the buying opportunities to get the best results for their clients.
October 25 -
For four days in October, financial planners and advisors descended on Denver for the annual FPA Conference, which delivered information, tips and advice to help practitioners build a better business.
October 14 -
As part of the magazine's 40th Anniversary celebration, the publication honored six practitioners that have made significant contributions to the financial planning industry.
October 12 -
For three days in late June, advisors, industry executives and fund managers descended on Chicago for the 2010 Morningstar Investment Conference. The audience received insight on the flash crash, international investing and the impact of the oil spill in the Gulf of Mexico. Industry bigwigs, including Vanguard's William McNabb, were among the speakers. (See part 1 here.)
July 1 -
For three days in late June, advisors, industry executives and fund managers descended on Chicago for the 2010 Morningstar Investment Conference. The audience received insight on the flash crash, international investing and the impact of the oil spill in the Gulf of Mexico. Industry bigwigs, including Vanguard's William McNabb, were among the speakers. (See part 2 here.)
June 29 -
SourceMedia's Women Advisors Forum descended on Chicago on June 16. The event offered an opportunity to network with the most successful and influential women financial advisors in the nation, while gaining insight into their career experience and rise to the top.
June 23 -
From June 1 to June 5, advisors affiliated with Royal Alliance came together for NEC 2010 in Orlando, FL. During this educational conference, advisors heard Royal Alliance executives and industry experts speak on a variety of topics from retirement and estate planning to practice management and technology. Attendees also took advantage of valuable networking opportunities with their peers.Below are photo highlights from the event.
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