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An exciting development over the past few decades has been the democratization of alternative investments, bringing these once exclusive set of investments to an ever-increasing group of investors. Advisors must be ready to discuss these products and help their clients navigate the risks and opportunities within the current market. The alternative investment session at DAC Oct 16-18, led by Jennifer Louth, Sr. Learning Consultant FT Academy, Franklin Templeton, covers all of that and more.
Nominate someone you know for the DAC New Advisor Award today!
Estate Planning: Finding Financial Peace of Mind Despite Next Gen Despair
Gender Inclusion: Acknowledging and Servicing Transgender, Non-Binary and LGBTQ2+ People. It has never been more apparent than now that gender norms are changing, and these changes are here to stay.