In recent years, the rise of the robo-advisor has driven a realization amongst most financial advisors that it’s absolutely essential …read more
Source:: Nerd’s Eye View
In recent years, the rise of the robo-advisor has driven a realization amongst most financial advisors that it’s absolutely essential …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.