At Perigon’s most recent women’s conversation circle, in June, a group of female clients, advisors and friends discussed our reactions to the recent financial news – as well as our personal approaches to cash management, banking and saving.
100 Advisors To Watch (Over $1B)
These fifty advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.
As the United States teetered on the possibility of defaulting on its sovereign debt during tense weeks in May, global equities slipped -1.07% in May bringing the MSCI All Country World Index (ACWI) return to 7.68% so far in 2023.