Inside the V(ALT), with Amy Small of UMB Bank
In this episode of Inside the V(ALT), Amy Small talks about the role of custodians in a digital world, digitization and automation, fraud risk in the digital era, and more.
This podcast is not intended for the general public; it is intended for viewers who are financial professionals that are either registered with FINRA broker dealers or are registered investment advisers.
I have been in the financial services industry for 20 years and our firm provides an education platform that gets clients to “think differently” about their financial picture. For many years we have communicated to clients the need to diversify their portfolios using alternative asset classes and more specifically, private non-traded investments. Due diligence on these types of financial vehicles is essential and when I learned about Blue Vault in 2010, our firm immediately began using their material as a tool to build confidence in the minds of our advisors on which alternatives to recommend to clients. I am impressed with the way Blue Vault continues to add value to their subscribers and I view their publication as a tremendous resource in today’s complex world.