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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How can the industry find organic growth again? And where will the next generation of advisors come from? Bill Willis tackles both challenges, and discusses how they will affect compensation, as we elaborate on the issues discussed at our Recruiters Roundtable.
May 22 -
Wirehouses have made some recruiting mistakes in recent years. Meanwhile some aspects of corporate strategy are being done right in certain pockets of the industry. Danny Sarch offers his insight as we continue the dialogue from our Recruiters Roundtable.
June 4 -
Author and Commonwealth Financial Chairman Joseph Deitch discusses how to gain a better understanding of yourself and your clients, and how to resolve differences.
June 19 -
Were 300% deals ever sustainable? What can advisors do today? And if you think it’s too late to break away, listen to the story of a 70-year old advisor who made the move. Mindy Diamond offers her insight as we continue the dialogue from our Recruiters Roundtable.
August 13 -
Women have long been under-represented among the brokerage ranks, says Elizabeth McCourt. She offers her insights as we continue the dialogue from our Recruiters Roundtable.
September 13 -
Recruiter Michael King discusses which firms have the most brand value, and where young recruits would be wise to look to start a career. He offers his insights as we continue the dialogue from our Recruiters Roundtable.
September 26 -
The SSA may tell your clients they can’t use this filing strategy. But author and consultant Brian Doherty says the agency is wrong.
October 10 -
Investing is far from simple once all the relevant aspects are considered – such as distribution and taxes. Advisor and retirement coach Holly Kylen discusses how advisors can educate and simplify the complex.
October 4 -
The advisor, firm founder and fintech CEO puts acting with a true sense of purpose at the heart of both his life philosophy and his business ethos philosophy. To make the industry better, he encourages fellow advisors to do the same.
April 19 -
With trillions of dollars just sitting in accounts and earning nothing for clients, the industry veteran said cash presents a significant business opportunity for advisors.
April 26
