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 automated advice platforms now a standard offering, the easy assumption is that technology is being universally adopted by advisers. Key insights from our annual Tech Survey, though, challenge that notion.
December 9 -
Companies can use extra cash in their coffers in a number of ways to benefit clients. But if dividends are the goal, these companies arent likely to find a place in the mix.
December 7 -
The Big Apple has the most wealth, but eight other cities grew faster. Which ones?
December 2 -
LinkedIn is a powerful tool for advisors to connect with potential clients, but it should be used with careful diligence. Failure to do so could result in ineffective platform execution, or even worse a breach in compliance.
March 18 -
Millions of baby boomers born in 1948 will become eligible for Medicare this year and face the complexities of choosing Medicare plans. As this group navigates the choices in Medicare Enrollment for the first time, financial planners have a chance to share with them advice that will help them make the best decision.
March 13 -
The future of financial planning will be shaped by a dozen key trends. How will these trends affect you and your business?
March 11 -
Many financial advisors hesitate to use social media because they are concerned about compliance. This is certainly understandable, but current rules allow plenty of flexibility to use social media effectively.
February 27 -
The most successful advisors intentionally create a brand that is distinct, stands for something, and creates an emotional connection with clients.
February 25 -
These are the biggest money blunders clients make. By getting ahead of the problem, advisers can make themselves more valuable.
February 22 -
What are the biggest technology trends, innovations and ideas impacting advisors today? Over 600 people, including more than 300 advisors, descended on Miami for the eighth annual Technology Tools for Today Conference. The event featured the industrys best and brightest highlighting all the latest technology tools that will held advisors be more competitive, effective and efficient. Here are some of the most interesting things our editors heard, and advisors and financial experts tweeted, from the event.
February 14
