Financial Advisor Archives

Characteristics of Peer-to-Peer Lending Investments

For financial advisors interested in learning more about peer to peer investments, the following is a quick primer designed to provide the background of this growing alternative asset class. P2P lending is a modern financial transaction that entails individual investors lending money online to individual

Posted on December 14, 2015December 17, 2015 by Zach RichheimerRead full article

The Advisor’s First Steps to Getting Started with Peer to Peer Investing

Peer to peer lending offers advisors a number of benefits in building portfolios and meeting client needs. Chief among them are the attractive yields and low correlation they provide to enhance portfolios, particularly in times of dramatic swings that often characterize the broader markets. Additionally,

Posted on November 25, 2015 by Zach RichheimerRead full article

Let's keep this conversation going.