As technology continues to drive change for financial advisors, commoditizing basic tasks of portfolio construction and product selection and forcing …read more
Source:: Nerd’s Eye View
As technology continues to drive change for financial advisors, commoditizing basic tasks of portfolio construction and product selection and forcing …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.