July 14, 2026
PPB Founder and CEO Brendan Lake was recently featured in Advisor Perspectives, discussing why independent advisors should expect the same flexibility from their alternative investment platforms that they seek for their own businesses. He explores how customizable private markets solutions, open architecture, and institutional-quality access help advisors better serve their clients.
He also highlights the importance of scalable technology and high-touch operational support, emphasizing that the strongest platform partnerships empower advisors to maintain control of the client experience while expanding access to private markets.

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