Practice Management

January 30, 2025

Five Questions with Erin Botsford: Allocating to Alts

"Clients not only need to be interested in exploring alts, but they also need the capital to cover it without hounding you or worrying that the investment is suddenly too risky." — Erin Botsford

July 31, 2024

The Benefits of Substack as a Publishing Platform for Advisors

John Kador | WealthManagement.com Like clockwork, every Wednesday morning, Russ Thornton, an Atlanta-based advisor who specializes in helping women with retirement planning, publishes a financial newsletter called “Wealthcare for Women” on Substack. Substack is an online platform that makes it easy for authors to efficiently publish and distribute digital newsletters at no cost (as Thornton…

January 10, 2024

Are Alts a Good Strategy for My Client? Find Out at Alts Summit 2024!

Talking to industry experts, up close and personal, is one of the best reasons to attend the Alts Summit, especially for advisors who are new to the industry.

November 15, 2023

Are Alternative Investments Part Of Your Economic Outlook?

Today we’re discussing specific types of alternatives institutions are looking at, as well as macroeconomics driving this new wave.

August 2, 2023

Practice Management: Why Innovators Pounce When Growth Slows

If you want to see how business leaders respond to a volatile climate, there’s no better vantage point than a room full of entrepreneurs. I’ve had the privilege of belonging to my local 180-member chapter of Entrepreneurs’ Organization. EO Los Angeles has been an amazing experience for many reasons, not least of which is giving…