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Alts Democratized: A Practical Guide to Alternative Mutual Funds and ETFs for Financial Advisors, + Website by Robert J. Martorana, Jessica Lynn Rabe

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Chapter 19Interviews

Synopsis

There are many ways to use alternatives effectively, and we offer these interviews to give a broader perspective on liquid alts, portfolio design, and the advisory business. We spoke with a thought leader at the CFA institute, two gatekeepers at major wirehouse firms, and an online advisor that aims to disrupt the business of investment advice.

We thank the participants for giving generously of their time. We hope you find thought-provoking insights that are relevant to your value proposition as a financial advisor and your investment process as a wealth manager.

Stephen Horan

Managing Director, Co-Lead, Education, CFA Institute

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