Podcasts

Shop Talk: Why so many RIAs still avoid alts and real assets

Why are so many wealth advisory firms still stuck on 60/40 stock-and-bond portfolios rather than adding alternatives and real assets to their menu of options? What’s involved in making the move to alternatives? And what advantages do alts and real assets offer RIAs and their clients? We get answers from Darren Whissen, founder and president of Atomi Financial Group, an investment management firm that, among other services, promotes endowment-style investment portfolios. (08/2018)
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