Gaining Perspective

Financial advisors are increasingly abandoning the 60/40 portfolio for higher allocations to alternative investing strategies. They have found that alternatives enhance returns, diversify risk, and supplement income. In this episode, we will discuss the trends shaping the future of wealth management and driving growth of alternative product usage, including regulatory easing, product innovation, and the changes in advisor behavior brought on by the pandemic.

Show Notes

Financial advisors are increasingly abandoning the 60/40 portfolio for higher allocations to alternative investing strategies. They have found that alternatives enhance returns, diversify risk, and supplement income. In this episode, we will discuss the trends shaping the future of wealth management and driving growth of alternative product usage, including regulatory easing, product innovation, and the changes in advisor behavior brought on by the pandemic.

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.