In this Blue Vault Minute, Nate Oltmans (CEO, Director of Advisors, Cornerstone Wealth Management) gives an advisor’s perspective on the challenges facing alternatives this year, and some of the asset managers he uses in his practice.
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
