Wealth Management: Helping Clients Who Are Drawn to Equity Crowdfunding

By Steven Morris

Equity crowdfunding—and more specifically Regulation A+ deals—has understandably received significant attention over the past few years. Investors and their financial advisors now have access to early stage of companies and initial public offerings, which was previously available only to the wealthy, or those with well-connected advisors who could have shares allocated their way.

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