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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Unknown health care costs are regarded by many as the biggest threat to retirement plans. At the same time, shifts in the industry are changing advisors' options to help clients plan for the costs of extended health care. Here are the most critical factors advisors should keep in mind about long-term care.
September 22 -
Alternative mutual funds are in the midst of a growth period with asset managers aggressively marketing the investment products to advisors. Here is a look at the top 10 alternative mutual fund launches in 2014 based on net assets, according to Morningstar.
September 22 -
As clients near retirement, many are eager to address their future cash-flow needs. Based on our reporting, here are some of the best ways advisors can help clients generate income in retirement.
September 17 -
How fair are the tax systems in the states your clients live? That, of course, depends on how you define "fair." Based on a new study that claims to do just that, here's how state tax systems stack up.
September 17 -
These independent broker-dealers have the highest percentages of female representatives. What are they doing differently?
September 15 -
Finished your beach reading yet? Our Summer Reading List was so popular that we put together a sequel. Here are 10 of the top-rated books for financial advisors on Amazon.com. Enjoy these helpful titles on a getaway -- whether it's on the beach or on a business trip.
July 28 -
Securities America picks up a team with $120 million in client assets while a Focus partner firm brings in a wealth manager with $150 million in AUM. Here's a roundup of some of the most recent moves among independent financial advisors.
July 31 -
As part of its FP50 special report, Financial Planning tracks the breakdown between fee and commission revenue. Here are the IBDs with the highest percentage of fee revenue.
July 16 -
We've talked with advisors and industry experts to compile a list of the top books you should be sure to read this summer. The return on your investment will be intangible, but substantial -- enjoy your vacation!
July 14 -
As part of the FP50, Financial Planning tracks the percentage of reps producing more than $150,000. Many of the firms with the greatest number of top producers, it turns out, are smaller boutique firms.
July 7
