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.

market downturn

Are You Worried Yet?

The conversations we have been having with advisors this year have distinctly changed. During the bull market our conversations were focused on either building a practice or planning for retirement. Now the conversations have shifted towards risk management and preparing clients for the next market downturn. There is growing angst that clients expect advisors to…