What’s Driving the Usage of Alternative Assets by Advisors?

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About This Episode

Financial advisors are increasingly abandoning the 60/40 portfolio for higher allocations to alternative investing strategies. They have found that alternatives enhance returns, diversify risk, and supplement income. In this episode, we will discuss the trends shaping the future of wealth management and driving growth of alternative product usage, including regulatory easing, product innovation, and the changes in advisor behavior brought on by the pandemic.

About Our Guest

Matt Brown is the founder, CEO, and chairman of CAIS, which empowers over 4,200 unique advisor firms/teams who oversee more than $2 trillion in network assets. He has spent over 30 years at the intersection of wealth management, alternative investments, and platform design.

Show Notes

For more information about CAIS, please visit www.caisgroup.com.