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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Wireless networks, mobile devices and cloud computing have transformed the way advisors do business. How can these innovations change your business?
July 16 -
These 12 bad brokers not only did harm to their clients' portfolios, but their clients themselves. Check out BrokerCop's "Dirty Dozen" with offenses ranging from mail fraud to murder. Source: BrokerCop Also see: 5 Financial Advisors Caught in the SEC's Crosshairs 7 Ways Bernie Madoff's Scam Forever Changed Advisors' Lives 10 Mind Tricks That Keep Your Clients in the Red
July 11 -
It's easy to underestimate how important philanthropy is to clients.
July 5 -
Wealth managers and financial advisors are using the iPad more than professionals in any other industry. Here’s a closer look at how and why. Also see: 11 Essential Tech Tools for Advisors 10 Must-Have Mobile Apps for Financial Advisors 10 Online Tools Advisors Can’t Live Without 10 Critical Social Media Tips for Advisors
July 2 -
Gaining access to the treasure and collectibles market is easier now than ever. Rather than investing in collectibles like art, many are investing in their passions, like automobiles, wine and even furniture. Research by Barclays and Ledbury Research takes a deeper look into these "treasure trends." Also see: 6 Simple (But Important) ETF Trading Tips 10 Gigantic Mistakes That Can Cripple Your Clients’ ETF Portfolios 10 Undervalued, Dividend-Paying Stocks 10 Dividend-Paying Stocks Your Clients Will Want
June 29 -
Commission revenue, mutual fund revenue and securities revenue are critical for broker-dealers. Who are the top dogs?
June 27 -
For advisors and investors dying for better yields and greater investment flexibility, these seven dividend-focused ETFs could be worth a second look. Also see: 6 Simple (But Important) ETF Trading Tips 10 Gigantic Mistakes That Can Cripple Your Clients’ ETF Portfolios 10 Undervalued, Dividend-Paying Stocks 10 Dividend-Paying Stocks Your Clients Will Want
June 26 -
Only 16% of financial advisors are using social media to market their services. Here are seven baby steps any wealth manager can take to get started. Also see: 10 Online Tools Advisors Can’t Live Without 7 Facebook Basics for Financial Advisors 9 Steps to Grow Your AUM With LinkedIn 10 Critical Social Media Tips for Advisors 10 Steps to Twitter Success for Financial Advisors
June 22 -
Looking for some new (and free) online tools to compare your performance to other advisors or to reach out to new clients? Here’s a good place to start. Also see: 9 Steps to Grow Your AUM With LinkedIn 7 Facebook Basics for Financial Advisors 10 Critical Social Media Tips for Advisors 10 Steps to Twitter Success for Financial Advisors
June 21 -
As Baby Boomers continue to age, demand for retirement income distribution specialists will soar. Here’s how advisors can market themselves to this huge clientele. Also see: 10 Easy, Actionable Marketing Tips For Advisors 7 Marketing Tips Used by Elite Financial Advisors 9 Marketing Tips for Retirement Plan Advisors and TPAs 10 Critical Social Media Tips for Advisors Chicken and Egg: How to Grow Your RIA Practice From Scratch
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