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A Conversation with Peter Essele — Head of Advisory Solutions, Commonwealth
AdvisorHub’s CEO, Tony Sirianni talks with Peter Essele — Head of Advisory Solutions at Commonwealth. The two discuss how the pursuit of scale and efficiency can cause the loss of personalization, the advent of technology and growing engagement, personalized direct indexing coming to the retail sector, tax loss harvesting, and increasing your cost basis.
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By Tony Sirianni
4.7
77 ratings
AdvisorHub’s CEO, Tony Sirianni talks with Peter Essele — Head of Advisory Solutions at Commonwealth. The two discuss how the pursuit of scale and efficiency can cause the loss of personalization, the advent of technology and growing engagement, personalized direct indexing coming to the retail sector, tax loss harvesting, and increasing your cost basis.
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