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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Hecker wants to craft wealthtech so seamless that clients forget they're staring at a screen and feel like they're truly connected to their advisor.
March 22 -
The second generation financial advisor turned fintech founder wants to help advisors get more personal with their clients.
April 5 -
How can banks prevent customers from leaving once those customers become wealthy? Editor Lee Conrad talks with consultant Scott Stathis to find out.
April 7 -
What changes should advisers expect in the coming years? Editor Lee Conrad talks with career consultant Rick Rummage to explore the relevant issues.
April 19 -
Choices are mushrooming in the independent space for top advisors seeking a career change, recruiters say.
April 26 -
A few tweaks would make the program strong for the long haul. Editor Lee Conrad and consultant-author Brian Doherty talk about the difficulty in implementing such changes.
May 4 -
Serving a client’s best interest means focusing on fewer households. Staying profitable means choosing the right ones. Editor Lee Conrad talks with LPL exec Arthur Osman about segmenting a book of business.
May 22 -
You probably feel you already act in your clients’ best interests, but now that it’s official, you could feel it in your paycheck. Editor Lee Conrad talks with consultant Peter Bielan about changes banks are considering for their advisers.
June 8 -
How should banks approach the challenges ahead? Consultant Peter Bielan talks with Editor Lee Conrad.
July 3
