Personal Portfolio, a hybrid based in Redwood City, California that oversees more than $300 million, has changed its broker-dealer affiliation and advisory platform from Investment Architects, based in Petaluma, California, to Atlanta-based Arkadios Capital.
Personal Portfolio is led by John H. McKee, a certified public accountant, and provides services to 800 client households.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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