While the pace of advisory firm mergers and acquisitions has still not turned into the “financial advisor succession …read more
Source:: Nerd’s Eye View
While the pace of advisory firm mergers and acquisitions has still not turned into the “financial advisor succession …read more
Source:: Nerd’s Eye View
Peter is co-founder and Vice President of Strategic Partnerships of Pinnacle Advisor Solutions. With more than twenty years of experience in finance Peter is responsible for all aspects of the business including sales and marketing and business development.