Bruce K. Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.’
The platform now includes more than a dozen fee-based alternative strategies, a comparable number of globally diversified passive strategies and five internal SMAs.
Closed-end funds can help advisors achieve alpha for their clients, said FLX's CEO. However the market remains under-served when it comes to education and thought leadership.