Advisors providing advice on cryptocurrency-related assets should do so with caution, according to a new report by the CFP Board.
The alternative investment platform says it has a robust pipeline of exclusive agreements to build customized versions of itself for other wealth managers.
A new survey suggests financial advisors are more willing to engage wholesalers. Growing allocations to alternative investments might be the reason.
Advisors will eventually be able to customize the large cap sleeve of some model portfolios built by Altruist with as little as $2,000.
The software firm aggregates and organizes information from financial advisors’ growing lists of alternative investment platforms.
Among a growing number of alternative investment platforms, Gridline says its technology and the investments it offers will differentiate the company.
An annual report to help investors “understand where the market conversation is likely to move and the type of risks and opportunities that could arise.”