Advisor Confidence Index (ACI)

Using Alternatives As A Client Retention Tool

As markets become more challenging, advisors seeking to insulate client portfolios from market volatility are borrowing a page from institutional investors’ playbooks: They’re increasingly turning to alternative investments. Defined as any investment outside of stocks, bonds and cash, alternatives are generally uncorrelated to the general market and are well-known for their potential to enhance portfolio diversification. But what you may not know is that alterna

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