White-label technology lets advisors offer cash management services to clients, including access to high-yielding FDIC-insured depository accounts through a marketplace of banks and credit unions.
Arthur Ambarik shares the story of Perigon’s evolution from a small firm with under $150 million in assets under management to its current status of about $6 billion in AUM.
Did someone forward you this newsletter? Sign up here to receive it direct.
You are subscribed to this newsletter as EmailAddress
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.
