The demand for unbundled services and fees, engendered by structural shifts in demographics and technology, are forcing many asset managers to rethink their business models. To remain relevant, asset managers must be aware of these shifts and consider ways to adapt their offerings.
When investors have the right solutions, and know it, they stay put—and that’s good for business.
I recently had the privilege of speaking to forward-thinking asset managers at the BlackRock iShares Connect Conference in New York and IIR's Liquid Alternative Strategies West Conference in San Francisco. Their top question? "How do I differentiate my firm and offering to financial advisors?"
"I went to a restaurant that serves 'breakfast at any time.' So I ordered French toast during the Renaissance."
We've heard a lot of debate among allocators, advisors and managers about CalPRS' decision to divest hedge funds. Everyone has an opinion as to whether it was a good or bad move, but what can we learn from it?
Advisors need standardized ways to evaluate alternative mutual funds and ETFs
Industry studies say 20%. But lack of advisor education is a headwind to adoption.
Advisors' need for alternative investment education is greater than ever
You have the pedigree to launch a liquid alternative fund. We know the financial advisor marketplace and can help you stand out.
Advisors report what they value in alternative education
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