investment executive

Investment Tribes and the Rise of Social Trading

Posted on January 9, 2023 (June 15, 2024) by grow@peopleorchard.com

Primer on investor evolution with securities, fintech, social, crypto, trading, stocks, brokerages, influencers, $Cashtags […]

There’s a silver lining for “silver splitters”: Amicability

Posted on August 3, 2022 (June 15, 2024) by grow@peopleorchard.com

With the court system backlogged due to Covid-19, older clients may want to split up on good terms. Divorcing clients who aren’t seeing eye to eye may want to consider a more amicable option — especially if they don’t have many years left to live […]