Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.
Advisors should encourage wealthy clients to feel more comfortable with alternatives and co-investment opportunities, while helping ultra-high-net-worth families understand they may have the power of an institution, says Brian Walsh, chairman and CIO of Saguenay Strathmore Capital. »
Working with UHNW clients requires more than solid investment management and estate planning, according to advisor Paul Pagnato, founder of the Pagnato-Karp Group. Here are some of the other critical planning areas that advisors need to pay attention to. »
Motif Investing has launched a platform for advisors to more quickly and efficiently rebalance client portfolios. The firm's founder Hardeep Walia talks about why this tool may help advisors connect with younger generations and succeed with intergenerational wealth transfers. »