Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
Capital Allocators – Inside the Institutional Investment Industry
Evolving Wealth Management: The Rise of Alternatives
This chapter explores the transformation of the private wealth channel over the last decade, focusing on the surge of alternative investments within the RIA sector. It discusses the migration of advisors to independent firms, the impact of technology on financial advising, and the importance of education in effectively integrating alternative strategies. Ultimately, the chapter highlights the necessity of evolving traditional investment methods to succeed in a competitive landscape.
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