Historically, access to alternative investments and private markets has been a significant barrier for advisors interested in expanding their offerings to include alternatives allocations.
But as alternative investing becomes more democratized, advisors are uncovering operational and administrative obstacles to successfully leveraging these asset classes in their clients’ portfolios. On November 17 at 2:00 PM ET, Brett Hillard, Chief Investment Officer, from GLASfunds will explore the operational challenges to alternative investing that advisors might not be expecting, including:
- Transparency into investment status
- Access to performance reporting statements
- Ongoing portfolio diversification at scale
- Tax reporting documents
Find out how to anticipate and overcome existing barriers to efficient, scalable, and customizable alternative investing.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Brett Hillard, CFA, CAIA
Chief Investment Officer, GLASfunds
Diana Britton - Host
Managing Editor, WealthManagement.com