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Reflections: Serving the Wealth Advisor Community in All Kinds of Weather
If you were to choose an adjective to describe the last three years, your choice of either a positive or negative word would not be wrong. We truly have seen it all.
As financial markets continue to be unpredictable, Brendan Lake, Founder and CEO of PPB Capital Partners, and Frank Burke, PPB’s Chief Investment Officer, look back on the past 36 months of serving the wealth advisor community, and offer an optimistic view of the months ahead in the latest “Reflections” whitepaper.
Click here to download: PPB Reflections Whitepaper – 2022
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