Feb 26, 2021
PPB Capital Partners is a platform to access alternative funds with investment minimums as low as $100,000 and no sales charges or platform fees. It was launched in July of 2008, meaning that it successfully navigated the 2008 financial crisis. PPB has successfully invested in over 250 funds and it is actively...
Feb 25, 2021
RIA technology products are not known for their efficiency, low cost or delightful user experience. Altruist is a new, seamlessly integrated digital investing platform, which results in extraordinary ROI for financial advisors and enables them to spend far more time with clients.
Feb 22, 2021
It doesn’t take Black History Month to remind our listeners of the lack of diversity in the advisory profession. Of the countless conferences I’ve attended – when it was possible to attend such conferences – the overwhelming majority of attendees were like me: white, male and middle aged. We’ve seen a number...
Feb 18, 2021
Over the last two weeks, we have seen how a cadre of retail traders on Reddit can lay siege on a group of hedge funds that had shorted the stock of the retail company GameStop. We saw the price of GameStop rise from about $20 at the beginning of the year to a peak of $347.5 on January 27. Yesterday, on February 4,...
Feb 16, 2021
The Financial Planning Association, FPA, is the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those who support the financial planning process. I am joined today by the two leaders of the FPA and a veteran observer of the financial planning profession. I am looking forward to...