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Alternative investments
and tech adoption for RIAs

Are you keeping up with the latest trends in financial advising? Learn more about the changing landscape and discover opportunities to gain a competitive advantage.



In this E-book, you'll find:


CHALLENGES HINDERING TECHNOLOGY ADOPTION


The financial planning industry is notoriously slow at implementing new technologies. There are many reasons for this slow adoption: strict compliance regulations, cybersecurity concerns, high costs and more. However, intrepid advisors stand to gain a significant competitive advantage by hopping on the technology train early.


CHANGES IN ALTERNATIVE INVESTMENT ALLOCATION


Asset allocation strategies have evolved from domestic stock and bond allocations in the 1970s. New frameworks for portfolio construction—which focus on risk-allocation rather than asset allocation—place greater emphasis on the use of alternative assets to diversify away from increasingly correlated risk centers.


A NEW WAY TO SOURCE & EXECUTE ALTERNATIVES


Technology, along with recent changes in regulation, is opening doors to make certain alternative investments, including private placements, more accessible to advisors. Technology now allows advisors to browse alternative investments online and search for those that best fit the needs of their clients.


*Private security and Regulation A transactions involve a high degree of risk and are not suitable for all investors. They are illiquid, may have a long hold period, and may result in the loss of invested principal. Securities are offered through WealthForge, member FINRA/SIPC. Diversification does not guarantee profits or protect against losses.