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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Raymond James lands a $2.5 million team while Dynasty nabs two teams from Merrill Lynch. Here's a roundup of some of the most recent moves among independent financial advisors.
April 3 -
Of the 296 funds that picked up Lipper U.S. Fund Awards this year, only nine were peer-group winners for all of the eligible time periods. See the list here.
April 2 -
Using recent research from the North American Securities Administrators Association, Harold Reimer -- head of private wealth management for Temenos in North America -- put together a list of advisory compliance best practices.
March 31 -
After publishing our third annual RIA Leaders list, Financial Planning dove into the numbers to identify which of the top 100 actually have the wealthiest clientele.
March 31 -
From why one RIA created an all-female advisory firm in order to improve its service model to how companies are finding the best job candidates using social media, here are the notables and quotables from the past week's stories.
March 25 -
From why FINRA's BrokerCheck service for investors is facing criticism on multiple fronts to why top advisors want equity and career growth, here are the most notable quotes from the past week's stories.
March 12 -
From why the CFP Board may be facing new legal challenges over past disciplinary decisions to RCS Capital Nicholas Schorsch's views on the sweet spot for financial advice, here are some of the most notable quotes from the past week's stories.
March 5 -
ETFs are still gaining market share, but of course they aren't all having a stellar year so far. Here are the five best- and worst-performing ETFs so far this year based on data from Morningstar.
February 27 -
Also: A Merrill breakaway team joins HighTower, Burnham Gibson expands and a Wells Fargo breakaway signs with Dynasty. Here's a roundup of some of the most recent moves among independent financial advisors.
February 26 -
Make the most of your LinkedIn profile by making sure your social media strategies are the strongest they can be. Here are tips collected from several industry experts.
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