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Kelly Rodriques, on Growth in Crowd-Funded Private Placements

By KELLY RODRIQUES for The Wall Street Journal

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Voices is an occasional column that allows wealth managers to address issues of interest to the advisory community. Kelly Rodriques is CEO of PENSCO Trust Company in San Francisco.

The passage of the JOBS Act in 2012 opened up a wealth of opportunities for advisers with clients looking to explore investments in private placements, including private equity. Previously, investors had restricted access to private investments through their immediate network—essentially, you needed to know someone to get into a private deal....

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