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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As 75 million Baby Boomers stand at the edge of retirement, most will have to look beyond government programs to sustain their standard of living. Here are six things advisors and their clients should be aware of when setting aside income-generating retirement plans.
October 15 -
While advisors might not snag designer Cynthia Rowley for their next client event, LearnVest Live showcased some important elements of a fun, successful client event. Check out photos from the event and read the blog to see what lessons advisors can take away.
October 15 -
If Congress allows Bush-era tax cuts to expire next year, as many expect, planners everywhere must be aware of the fiscal cliff their clients will confront.
October 11 -
Although most of your clients are focusing more on retirement planning and taking the necessary steps to prepare, there are some danger signs advisors and clients must be ready for.
October 10 -
Before embarking on first or next dance with the regulators, Jennifer Woods Burke, President of CompliGuide provides her thoughts on the top 7 ways that firms sabotage themselves.
October 3 -
Before choosing an advisor, Ed Slott believes every client should ask these 10 important questions. (And some top advisors weigh in with their best answers.)
October 1 -
In a bullish sign for the planning industry., Financial Planning's Retirement Advisor Confidence Index - a monthly barometer of business conditions for wealth managers - rose in October.
October 1 -
The Financial Planning Association announced the winners of its top awards, which will be presented at its annual conference in Texas. The FPA honored David M. King, with its 2012 P. Kemp Fain, Jr. Award; retirement researcher Wade D. Pfau with the inaugural Montgomery-Warschauer Award; and 10 influencers in the profession with Heart of Financial Planning Awards. Check out more information on each of the honorees.
September 27 -
Many advisory firms turn to marketing to expand their practice, but few firms are able to develop an effective strategy. Here are five ways to leverage marketing for optimal growth, according to the 2012 FA Insights Study of Advisory Firms: Growth by Design.
September 27 -
After working under one of the most successful advisors in the financial planning industry, Matthew Halloran took time, studied, read, and reviewed all of the top financial advisors he worked with over the years and found ten things are the keys to being a top advisor.
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