Alternatives and Advisors
“RIAs perform the most sophisticated due diligence,” Marc Zeitoun of Guggenheim flatly stated in a conversation during the Schwab Impact conference in San Francisco.
Spreading Word on Spread of Alternatives: Schwab Impact Roundtable
A roundtable discussion moderated by AdvisorOne’s Jamie Green at the Schwab Impact 2011 conference in San Francisco on Wednesday tackled the increasing use of alternative investments by advisors and clients.
Mark Hurley and Bob Worthington think advisors sho