Home Expanding Retail Access to Alternatives: Insights from Leading Wirehouses, IBDs & Advisory...

    Expanding Retail Access to Alternatives: Insights from Leading Wirehouses, IBDs & Advisory Platforms

    image_pdf

    As retail investors seek access to investment strategies designed to help shield them from low interest rates and an equities market at record high levels, alternative investments may provide a stream of income, generate returns that generally have a low correlation to traditional markets and play an important role in diversifying investors’ portfolios by potentially reducing volatility.

    Hear from three veteran industry leaders from LPL Financial, Morgan Stanley and Fidelity Institutional who will share their perspectives on the three three primary distribution channels for alternative investments including IBD, wirehouse and RIAs. Panel discussion topics will focus on the shifting demand from financial advisors seeking to build portfolios to fortify against market volatility and position assets for growth over the long term.

    We will explore insights on what has worked from an investment and structure standpoint, recent and emerging trends, and what anticipated changes are on the horizon as the industry emerges from the current environment.

    Date: 11/12/2020

    Time: 11-12 ET

    Location: Online

    For more information on registration and events please click here.