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 startup founder shares the key lessons learned from remote work and what led to the creation of a new FPA Knowledge Circle group.
November 3 -
The firm’s head of acquisition, strategic growth and retention discusses how the wirehouse aims to expand among historically excluded groups.
November 17 -
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Planner Jesse Abercrombie has built a niche of clients whose needs and interactions with the practice are shifting during a time of remote work and new technology.
December 1 -
The 15-year veteran advisor explains how she identified and built her practice’s base of clients.
December 15 -
The 30-year veteran with tenures at AARP, two professional sports leagues and three large financial firms shares the major industry vendor’s plans.
December 29 -
The 20-year industry veteran serves athletes and entertainer clients and he has an app and video series called “Mind. Body. Money.”
January 5 -
The organization overseeing the most prominent planning certification answers critics who say it’s falling short of its mission.
January 12 -
The firm built an education and wellness platform for Fidelity’s eMoney, and it’s rolling out a new app this year.
January 19 -
The YouTube series host, Rising Stars award winner and Ballentine Partners financial education specialist joins the podcast.
January 26
