With heightened market volatility and uncertainty considerably impacting shopper portfolios during the last 12 months, RIAs have been leaning extra on different investments to current their purchasers with new sources of return, revenue and draw back safety.
On this episode of RIA Edge, David Levi, managing companion at Brookfield and head of Brookfield Oaktree Wealth Options, shares his perspective with Informa Wealth Administration Managing Director Mark Bruno concerning the rise of alternate options within the RIA channel and the elevated variety of different choices now immediately accessible to high-net-worth traders. Particularly, Mark and David focus on:
- Macro-challenges and alternatives throughout the RIA panorama—what essentially the most profitable RIAs are doing to drive progress and entice and retain purchasers in a difficult market
- Why alternate options, why now: How alternate options have shifted from institutional to particular person traders and the main driving forces behind this shift
- What kinds of issues are advisors largely trying to clear up now that has prompted a heightened curiosity in a broader set of other funding choices?
- How advisors can now entry new actual property, infrastructure and personal credit score choices for his or her purchasers
Join With Mark Bruno:
Join With David Levi and Brookfield: