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Where Does Credit and Lending Fit Into Holistic Financial Advice?Where Does Credit and Lending Fit Into Holistic Financial Advice?

Peter Stanton, CEO of Advisor Credit Exchange, explains.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

May 17, 2023

Why is credit and lending such a critical part of holistic financial advice, and what resources are available to advisor firms for providing credit solutions to their clients? Peter Stanton, CEO of Advisor Credit Exchange, explains.

THE FUTURE OF WEALTH MANAGEMENT IS DIGITAL, and cutting-edge technology is powering a new generation of growth-minded advisors. Find out more at WealthStack.

About the Author

Shannon Rosic - Moderator

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

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