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.
Latest NewsDustin N. Nofziger is an attorney with the Financial Institutions Practice at Pryor Cashman LLP.
Pinchus D. Raice is a partner and co-chairs the Financial Institutions Practice at Pryor Cashman LLP.
Ben Turner is CEO of Verituity, which provides payment verification services.
Sean Walters is CEO of the Investments & Wealth Institute.
He has been active in shaping education and standards within the financial advisor profession since 1997 and has worked in senior leadership roles for member-based, nonprofit organizations since 1992.
Adrian Hall is the Chief Executive Officer of the United States operations for Swiss Re Corporate Solutions.
David Clee is the chief executive officer of MirrorWeb and a member of the company's board of directors.
Clee co-founded MirrorWeb, bringing more than 20 years of technology leadership, computer software expertise and executive management experience to his role with the company.
Amanda ChenAmanda Chen was a 2025 summer intern for Financial Planning through the Dow Jones News Fund.
She was entering her fourth year at New York University, studying journalism and international relations. She has interned at WNYC/Gothamist and served as a deputy news editor at NYU's student newspaper, where she led the coverage of attacks on higher education.
Rachel Witkowski was the tech/AI reporter at Financial Planning. She was previously a lead editor at Forbes Advisor, overseeing their loans and housing verticals. During her career, she reported on financial regulation and fintech at American Banker and The Wall Street Journal.
Witkowski was also a finalist for a Jesse H. Neal award for business journalism for her coverage of employee discrimination at the Consumer Financial Protection Bureau, which led to several hearings in Congress and a $5 million reimbursement to CFPB staff.
Gary Jain is the founder and CEO of Ledger Labs. He has more than 12 years experience providing outsourced accounting, tax compliance and fractional CFO advisory services for businesses in the United States and Canada.
Jim Germer is a published author and independent AI researcher based in Bradenton, Florida, with a CPA background spanning audit, tax, and financial planning. His work examines AI governance, institutional accountability, and AI's effects on human cognition. He writes at ThinkingSovereignty.ai, and DigitalHumanism.ai, where he has introduced concepts including Metabolic Atrophy and Emotional Cohesion.








