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Great people make it possible
Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.
Not too long ago, alternative investments were only available to high-net-worth individuals and institutional investors; however, in recent years, technology has made it easier than ever for retail clients to dip their toes in the alternative investment waters. There are still some limitations on who can access alternative investments, but that may not be the case for much longer: according to a new survey from CAIS, more than 83% of advisors believe alts should be made available to all retail investors. This article from RIA Intel explains.
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.
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November 8, 2024
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September 8, 2024
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June 7, 2024
Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.