After leading successful careers as wealth management professionals and forming our own RIA, we’ve learned a thing or two about becoming independent – there is both an easy way and a hard way. With that in mind, we wanted to share a few of our hard-fought lessons with you – touching on everything from real estate to technology.
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The man. The myth. The legend. Yes, folks, we are talking about THE Paul Hickey, Co-Founder of Bespoke Investment Group.
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When markets take a turn, searching for new business opportunities can quickly get pushed to the back burner as you spend more time focused on current clients. But now more than ever, it is crucial to remain visible to prospective clients.
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The current market environment has many investors eager to review their portfolios. One area garnering much of the industry’s attention are CLOs (collateralized loan obligations).
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