Although investor confidence has improved, a majority of wealthy clients acknowledge that some of their assets are sitting on the sidelines. Frustrated with minuscule interest rates or with the fact that they failed to anticipate the stock market rally, many high-net-worth individuals concede that they have a substantial part of their holdings in cash.
For advisors, this can be a challenge. They understand why some clients are not making the best use of their resources. But they struggle to find alternative investments that will perform well and still allow their clients to sleep soundly at night. Some are making greater use of REITs, master limited partnerships, short-long investments and managed futures.
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