R.P. Boggs & Co.
R.P. Boggs & Co. is an independent, SEC registered investment adviser based in Lake Wylie, South Carolina founded in 2000. R.P. Boggs & Co. provides wealth management advisory services including investment management services for allocation of assets, portfolio management, personal financial planning services, retirement planning services, estate planning services and other financial services for individuals and families, charitable organizations, and businesses.
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Recent News & Articles
Younger banking customers are making a decided move away from megabanks like Bank of America, JPMorgan Chase, and Wells Fargo for digital banks and fintechs like Chime, PayPal, and Square, according to research done by Cornerstone Advisors.
401(k) provider Fidelity aid it would give 23,000 employers the option to have employees add bitcoin and other crypto assets to their retirement savings.
Surveys report investors, institutions and Wealth Managers are warming to holding bitcoin and other cryptocurrencies in their portfolios, but limitations remain.
Wealth management giant Envestnet has acquired business intelligence provider Truelytics, the company announced today. Truelytics offers a software as a service (SaaS) digital platform based on performance data and proprietary banking and investment formulas.