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By Jeremy Diem, Managing Director, Advisor RelationsPPB Capital Partners In early 2020, the thought of maintaining relationships with your clients through a computer was closer to a novelty than was the norm. I don’t have to tell you what happened next that made Zoom, Teams and Google Meet part of our nomenclature. No matter the […]
Speak to anyone who currently has teen or preteen children, and many of them will tell you that their kids spend an inordinate amount of time staring at the screen of their smartphone or tablet. In many ways, that 2-D world has overtaken their personal interactions with 3-D people...
Apparently, Assistant Vice President, Fund Accounting, Andrew Sussingham is an overachiever … in a good way. Instead of submitting 15 answers for the latest edition of “Getting to Know,” he answered 26. When asked to recommend a book, he named two. He has been at PPB for two years and is an invaluable member of […]
Speak to anyone who currently has teen or preteen children, and many of them will tell you that their kids spend an inordinate amount of time staring at the screen of their smartphone or tablet. In many ways, that 2-D world has overtaken their personal interactions with 3-D people...
Listening to what wealth advisors need and what they think is right for their client is the first step to creating custom solutions.
Speak to anyone who currently has teen or preteen children, and many of them will tell you that their kids spend an inordinate amount of time staring at the screen of their smartphone or tablet. In many ways, that 2-D world has overtaken their personal interactions with 3-D people...
By Frank A. Burke, CFA, CAIA, Chief Investment Officerand Anton W. Golding, Associate, Fund Manager Analyst In the Rearview Mirror Though it has already been three full years, it will be nearly impossible to ever forget the enormous impacts COVID-19 and the resulting lockdown had on our society. The time was marked by empty streets, […]
Speak to anyone who currently has teen or preteen children, and many of them will tell you that their kids spend an inordinate amount of time staring at the screen of their smartphone or tablet. In many ways, that 2-D world has overtaken their personal interactions with 3-D people...