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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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 -
The FP50 tracks the percentage of client accounts with more than $100,000; many of the top spots, it turns out, are held by smaller boutique firms.
June 30 -
Every year we run the numbers to see how the top 10 list would change if the B-D networks aggregated their revenue numbers. This year we added another twist, looking at how the rankings would be affected if the new RCS network had in fact been put together before the end of the year.
June 25 -
Nearly 2,000 advisors, exhibitors, and asset management industry leaders headed to Chicago for Morningstar's annual investment conference June 18-20. Here, attendees reveal the top takeaways for advisors.
June 24 -
High compensation tends to draw top producers. So how do advisors fare at the various independent broker-dealers? The FP50 tracks payout across the top firms; click through to see the independent B-Ds with the highest average payout.
June 23 -
Reworking a compensation plan for your firm? Ask yourself these questions first.
June 18 -
Who are the financial planning industry's largest broker-dealers? Financial Planning has unveiled its annual list, so take a look to see where your firm ranks.
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