Features Wealth Management

Passed Pawn Advisors

Est. reading time: 5 mins

Long before he opened his own hybrid advisory in 2012, Igor Tsukerman had a knack for identifying trends, sometimes being so far ahead of the herd that his previous employers would disregard his investment assessments. And, not infrequently, they would come to regret it. Such was the time when he headed the proprietary trading technology […]

Peter Robbins – H.M. Payson

Est. reading time: 4 mins

You turn the TV off and walk away, trying not to think about what you’ve just heard: Another 600-point drop in the Dow; another panel of talking heads imploring you to sell. After a few minutes of nervous pacing, you put in a call to the firm managing your portfolio. You’ve been talked off this […]

Testimonials

We worked with Nick Randall of Equity on a cover article about our CEO at wealth management firm, Lido Advisors. The experience from start to finish was extremely professional. The article was well written and the finished product looks terrific. Really puts the firm in a great light.
– Greg Kushner, Lido Advisors

LATEST EDITION

vol. I 2020

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