Sticking with perspectives from the wealth management space: As the possibility of a recession looms, financial advisors are sharing mistakes and advice from prior recessions while also unpacking how alts can be an ideal place to find less volatility. Check out complete coverage from WealthManagment.com.
For the August installment of Chronicles, CAIA explores the growing demand for access to alternative assets within the world of wealth management. This month, Aaron Filbeck, Head of UniFi by CAIA™, speaks with Scott Reeder, Managing Director, US Wealth Advisory, Blackrock (and a UniFi by CAIA™ advisory council member). The two discuss major trends to watch, how to effectively promote education and transparency and, as products become more widely available, what the industry can do to ensure the best possible outcome for clients.