It can be challenging for financial advisors to build a rapport with new clients during the pandemic due to the lack of face-to-face conversations. Principal Brian Pirri shared the firm’s experience in adopting digital onboarding tools to effectively communicate...
President and Founder Nick Giacoumakis returned to Fox Business Network to discuss why he is bullish on the homebuilding sector with Liz Claman. During the appearance Nick explained, “The homebuilding sector is poised to have a good two to three years. The...
Year-to-date, the dollar is down 5.7% against the yuan. Associate Advisor John Ham spoke with Barron’s to discuss why he expects the U.S. dollar to continue weakening against the yuan and other Asian countries that have come out of the pandemic. Read the full article...
President and Founder Nick Giacoumakis joined Kristin Myers on Yahoo! Finance to break down the latest market activity given the positive vaccine news and the election coming to a close. Nick shares why there’s a light at the end of the tunnel despite the recent...
As more Gen Zers enter the gig workforce, Principal Brian Pirri spoke with PLANSPONSOR to discuss what options they have when it comes to saving for retirement. Read the full article here.
