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 RIA custody landscape isn't what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.
December 27 -
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The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.
January 10 -
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Stephen W. Hall currently serves as the legal director and securities specialist for Better Markets. He joined Better Markets in January of 2011, bringing extensive experience in securities and commodities regulation acquired through positions in the federal government, private practice and the nonprofit sector.
In addition to overseeing legal activities, including litigation matters and amicus briefs on behalf of Better Markets, he is heavily involved in the preparation of regulatory analysis, comment letters on proposed rules, and special reports on topics related to financial regulation and enforcement.
May 31 -
Thomas Reid is senior consultant at
LibertyFi , where he manages the billing for its partner firms executed through the Envestnet platform. Previously, he worked in SEC compliance and regulatory reporting at two large regional banks headquartered in Birmingham, Alabama.June 29 -
Charles Reiling is president and CEO of
CoastalOne , an independent broker-dealer (Coastal Equities) and registered investment advisor (Coastal Investment Advisors) hybrid platform based in Wilmington, Delaware.July 13 -
David Stone is Founder and CEO of
RetireOne , an independent platform for fee-based insurance solutions.August 2 -
Sol Hersh is the president at Presults, a leading archiving and compliance solution for registered investment advisors.
The Presults solution covers SEC and FINRA requirements for archiving emails, websites and social media platforms — with an innovative approach to flagged keywords.
February 24 -
Ben Siewert joined International Planning Alliance in November 2019 after a 12-year career as an audit and accounting professional with KPMG, The Siegfried Group and JP Morgan Chase. He holds his CPA as well as his Bachelor of Science in Accounting from Penn State University.
Siewert focuses his practice on working with families, as well as fellow mid-career professionals. He enjoys explaining financial concepts and decisions to his clients using the athletic principles he has learned over the course of 30 years as an amateur athlete. Every athlete works with a coach to enhance their strengths and improve their weaknesses — finances deserve the same care.
March 2
