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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Women advisors descended on Dallas for the recent Women Advisors Forum. The day of educational sessions, discussion and networking opportunities featured an array of topics from how to use complex assets for charitable giving to succession planning and what its like to start your own business after starting out at a wirehouse.
June 10 -
Financial Planning unveiled its annual list of the largest broker-dealers in June. Here are the top 10 by total revenues.
June 10 -
Which broker-dealers have the best fee-based mix? The results were surprising and highlight a different group of firms.
June 10 -
Financial Planning released its annual list of the largest independent broker-dealers in June. Here's a list of the top 28 smaller firms based on revenue.
June 7 -
Financial Planning unveiled its annual list of the largest independent broker-dealers in June. Here's a list of the top 5 networks.
June 6 -
Apps are growing increasingly common among financial planners as a way to remain top-of-mind with clients. Still, some firms have not embraced the technology as quickly as others. The sooner firms roll out their apps the better, because as more employ the technology, the competitive advantage it offers diminishes.
June 4 -
Who are the financial planning industry's largest broker-dealers? Financial Planning unveils its annual list. Where does your firm rank?
June 3 -
Around 200 female financial planners attended the Women Advisors Forum in New York City earlier this month. Sessions covered topics ranging from practice management and acquisition strategies to the benefits of developing a niche and ways to bring more women planners into the industry. Check out some highlights from the event.
May 28 -
Financial Planning unveils its annual list of the largest independent broker-dealers in June. As a sneak peek, here's a list of the 10 top IBDs including networks.
May 24 -
Financial Planning unveils its annual list of the largest independent broker-dealers in June. As a sneak peek, here's a list of the 10 top IBDs ranked by revenue growth - also including their overall industry position.
May 24
