Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
Capital Allocators – Inside the Institutional Investment Industry
Evolving Trends in Wealth Management and Regulation
This chapter explores the changing landscape of independent wealth management, highlighting the significance of alternative asset managers and fintech, especially during the pandemic. It also addresses new regulatory measures from the SEC focused on democratizing financial products and adapting accreditation rules to include educational qualifications.
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