Adjusted for risk: The key to communicating with the client about investment alternatives


Aaron Filbeck, managing director and head of UniFi from CAIA, joins Ryan Nauman in this very interesting conversation about the evolution of alternative investments and their democratization.

With alternative investments becoming more accessible to investors, Aaron talks about the importance of client communication, the impact alternative ETFs have on liquidity, and when alternatives aren't a good fit.

Learn more about zephyr



Source link

Leave a Reply

Your email address will not be published. Required fields are marked *