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Alternative Investments 2023 Benchmarking Study

July 12, 2023 at 2:00 PM ET | July 19, 2023 at 2:00 PM ET

This webinar series will present the highlights of that research, discuss what advisors are looking for, and where they and their clients are headed with alternative investments. 

  • Where Do Advisors See Value in Alternative Investments? How Are They Used?
  • What are the knowledge gaps for advisors when it comes to alts? 
  • Which assets on the further edges of "alternative" resonate with advisors, i.e. farmland, bank loans, collectibles, crypto, etc.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.



TAGS: Resources