WealthManagement.com talked to Creative Planning CEO Peter Mallouk about why his firm had no need for a PPP loan and how he plans to increase employee diversity at one of the nation's largest independent RIAs.
CFPs face an enforceable new code, including provisions for technology. Planners must have 'a reasonable level of understanding' of tech assumptions and outcomes, among other requirements.
Join this webinar on Wednesday, June 17 as we discuss the significance of portfolio hedging, explain how inverse funds work, and provide examples of how inverse funds can help potentially reduce the risk in a portfolio.