Hardwick, who currently serves as chairman of Riskalyze, will lend her expertise in wealth management technology to work closely with Genstar’s financial services investments.
Learn how SBLOCs can help clients meet immediate liquidity needs while staying invested; managing both sides of the balance sheet positions advisors as a comprehensive wealth management solutions provider and how SBLOCs can be economically advantageous for clients when market returns and tax liabilities are greater than interest.
