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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The seven winners of this year's Financial Planning 2013 Influencer Awards have earned their accolades with impressive individual accomplishments and a commitment to bettering the financial advice industry. Some of the following may be familiar names; others are, as they say, "famous to a few." Click through to see this year's winners.
October 11 -
When you wow prospective clients you increase your chances of earning their business and earning referrals early on in the relationship. Here are 6 things you can do to "wow" prospects even before the first meeting.
October 7 -
Tax treatment, good or bad, can make or break an investment decision. Are you helping your clients avoid these common blunders?
October 15 -
A recent study highlights the industry's dire need for new advisors, and aims to help firms understand Gen Y's huge potential. Here are the key takeaways.
September 26 -
One of the biggest value adds advisors can provide is being able to pick up on warning signs that a client's family business may be in trouble. Here are six to look out for.
September 20 -
From improving communication with clients to placing a bigger emphasis on risk management, advisors share how theyre navigating the rebounding market environment and how their practices have evolved as a result of hard lessons learned during the financial meltdown of 2008.
September 9 -
In a Q&A with Financial Planning five scholarship winners and next generation planners share their views on the industry opportunities and challenges that lie ahead.
September 16 -
Here are five pieces of advice that advisors should keep in mind when going through a merger.
September 10 -
Clients often dream of retiring overseas for a change of scenery and lifestyle. Heres what independent advisors say about some of the most popular overseas retirement destinations among their clients.
August 7 -
For the third year in a row, Financial Planning and the Foundation for Financial Planning jointly present the Pro Bono Awards to recognize both individual advisors and teams of planners who provide exceptional free planning help to those who could not afford it.
August 7
