In this video clip from the panel webinar, “For Diversification, Aren’t Traded REITs Sufficient?” advisor Matt Fries (Cetera Financial Group) explains how updated NAV reports in recent years have led to better transparency for investors.
Advisors Must Engage More with Women to Meet Monumental Wealth Transfer Moment, Alts Marketer Says
"Historically, women haven’t always been front and center in financial planning conversations, so advisors need to ensure women are well-positioned to manage the wealth coming their way." — Cherie Fournier, Marketing Intent
