No one’s looking to get caught up in the next big Ponzi scheme, especially not the advisors steering investment decisions. But what can you do to steer clear?
Family offices and wealth management firms are analyzing solutions to proposed Securities and Exchange Commission and Congressional regulations that could potentially rattle the traditionally secretive market.
—Dune Thorne, principal and client advisors of SilverBridge Advisors, on educating the next generation.
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