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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From AI advancements to greater access to private markets to the forces shaping retirement, six experts share their hot takes on what's just over the horizon in wealth management.
December 30 -
The loss of a $129 billion team for Merrill set the high-water mark in a year that also saw the departure of huge teams from UBS, JPMorgan, Wells Fargo and Oppenheimer.
December 29 -
While 2025 was a transformative year in wealth management, further implementation of AI tools into technology stacks means advisors' workflows in 2026 are sure to change.
January 6 -
Plus, Cetera adds a $1.9B tax-focused firm, Choreo acquires two RIAs, and Modern Wealth expands in New York.
January 23 -
Plus, Wells Fargo and Raymond James pull more teams from Commonwealth/LPL, and Elevation Point takes a stake in a UBS breakaway.
January 16 -
Advisors spend a lot of time choosing the tools they use, and tech is more sophisticated than ever. But how much tech should clients actually see?
January 22 -
Relationship management systems are the traditional hub of financial advisors' technology stacks, but new AI tools may supplant them. Here's how advisors on the ground see it.
February 2 -
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Financial Planning announces its 2026 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.
February 10 -
From the Bible to best-selling books, the NBA player turned business owner credited his success in part to his voracious reading habit.
February 18
