Broadway Graham Wealth Partners is based in Illinois, and its founders said they'd be joining Private Advisor Group out of a desire for independence and to benefit from the independent b/d's tech options.
The argument some RIAs are making—that the PPP loan is a business loan, no different than any other, and comes with risk, and is not bailout money—just doesn't wash.
The more your clients achieve, the more they have to protect. This webinar on Tuesday, June 16 will address potential areas of weakness and provide claims examples of what you will want to avoid with your HNW clients.
