Helping Advisors Navigate Alts
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As chief marketing officer and head of CAIS IQ, Abby Salameh asked advisors what was preventing them from greater use of alternative investments in client portfolios. Abby reveals advisors’ biggest stumbling blocks — a better understanding of alts and a seamless connection to leading providers — and explains how CAIS delivers a solution.
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Originally posted on: https://www.wealthmanagement.com/wealthmanagement-edge/helping-advisors-navigate-alts