Hedging inflation risk by diversifying through Multi-Asset Strategies and Alternative Investments like Real Estate, Gold, and Energy.

ESG is controversial at the moment, but it is well intended and it is not going away. I’m looking forward to our panel discussion on the importance of transparency and measurable, data driven impact strategies that enable investors to align with their personal values and vote with their dollars.

With the rise of Reg Tech, there are more options for advisors to streamline and automate their compliance activities than ever before. Join us to get a first-hand view into what technologies can simplify and make you more productive and efficient when looking to satisfy growing compliance requirements. Learn the best practices to stay ahead of the new compliance rules and requirements in and around the evolving and revolving regulatory landscape.

Investor studies continually show that the number one reason clients are switching advisors is because they don’t feel they are being communicated with enough and that their portfolios are not personalized to their circumstances, goals and objectives. Particularly now that organic growth is slowing, now more than ever, advisors need to focus on client retention as a key component of that equation. Join us for an interactive panel discussion with leading advisors and industry experts on how they are building out new methods, approaches, technologies and investment strategies to not only keep clients in their seats, but also to make them happy referrers.

Advisors seeking to increase client value from portfolio diversification through alternative asset classes were ramping up client allocations in 2022. However, recent advisor survey data indicates that alternative investment allocation has dampened. While this may be a temporary (i.e., due to market conditions), continuing friction in the ability to create and deploy efficient workflow solutions for alts has contributed to a further brake on growth. In some cases, family offices and other high-end RIAs remain reluctant to invest in digital tools, a hesitancy reinforced by a “stay in my lane” mentality among legacy vendors. The result has been a stunted technology ecosystem in which digital connectivity remains the exception rather than the rule. Gaining control over alternatives data can have a significant impact on an investment team’s ability to invest accurately, efficiently, and confidently, while gaining an upper hand on workflow efficiency leveraging digital solutions. This session will take a deep dive into why adopting an operational excellence mind-set in the back office can yield greater investment outcomes in the front office.