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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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 -
In January Financial Planning featured tips from industry experts on how to improve your practice. Now, advisors sound off with their own tips for colleagues and competitors.
February 13 -
Demographic shifts, technology implementation and investing challenges were in the spotlight this week in San Diego, where about 3,000 advisors and other industry professionals came together for TD Ameritrade Institutionals annual conference. Between the presentations, meetings and hallway conversations, Financial Planning heard lots of smart takeaways for advisors.
February 4 -
How can you build a better advisory practice? Check out some tips from the experts.
February 13 -
How can advisors be more productive and take more time off? According to Jimmy Williams of Regier, Carr & Monroe in McAlester, OK and Randy Thurman of Investment Advisors Inc., by focusing on a dozen simple steps, the big picture becomes simpler.
February 4 -
Change is the name of the game in 2013. A new report from Aite Group looks at the major trends that could dominate the wealth management industry this year.
January 16 -
Though many advisors say that they want to boost client satisfaction, most dont know how to make it happen. By taking the right steps to keep your clients highly satisfied, you will be able to position your practice for stronger growth.
January 14
