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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Launching your own practice isn't easy. Here are five tips for getting started from advisors who have experienced the challenge of going out on their own.
August 29 -
Some advisors are great at strategic planning for others, but never plot out an ideal future for themselves.
August 27 -
The wealth management business is receiving good grades, with a major caveat: Try harder, because things won't get easier.
August 7 -
Women are a growing economic force, and as most advisors know, it makes good business sense to learn how to attract and retain these economically powerful female clients.
August 7 -
It is a common practice for doctors and attorneys to dictate their notes following an appointment, thus creating a digital record for future reference. Financial advisors should be doing the same thing.
August 7 -
After a strong response to our summer reading list for advisors, we decided to expand it. Here are the 20 books that financial advisors said -- via Twitter, LinkedIn, emails and phone calls -- were crucial to their practices.
August 6 -
Often advisors don't have the time to motivate, hold accountable, and help junior advisors with their time management and goals. Here are the biggest struggles junior advisors face and the things these associates wish they could tell their bosses.
July 24 -
Independence is more than just a transition; its a transformation, an opportunity to own what youve created and a legacy you can pass on. Shirl Penney of Dynasty Financial offers his roadmap to RIAs and breakaway brokers.
July 3 -
The average person checks their phone every 6.5 minutes, according to a recent study by Nokia, and with dozens of apps on the average smartphone, its certainly easy to spend your days distracted by Angry Birds and Instagram. Financial advisors, however, pinpoint these smartphone apps as essential in helping to make their businesses and lives more efficient.
July 3 -
2012 marked a strong year for FINRA. In addition to rebounding from four years in negative territory to post $10.5 million in profit for the year, the independent securities regulator also enhanced their regulatory programs. It also saw executive compensations (for the most part) increase. Check out whose compensation soared, and whose did not.
July 2
