Wirehouse branch managers drill into the minds of their advisors that the RIA channel is small, archaic, and does not support sophisticated alternative investment solutions. PFI Advisors’ most recent white paper, The Rise of Alternative Investments in the RIA Industry [1] dispels that notion by highlighting five major platforms that offer alternative investments to RIAs and their clients. PFI Advisors [2] dives into how these solutions offer lower investment minimums, due diligence/compliance support, education resources, access to high-quality managers, and dynamic and intuitive infrastructures.
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