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Note From the Editor: September 2024
Published on August 23, 2024
Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.
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Advisors need alts education … but what training do they want?
August 23, 2024
While asset managers and private market fund providers continue to make a strong case for alternative allocations in retail portfolios, the fact remains that advisors will be the main gatekeepers to determine if, when, and how their clients will gain access to non-traditional asset classes and strategies.Of course, getting a client invested in private equity or a hedge fund is not a trivial thing.
Jonathan Bloomer, Morgan Stanley International Chair, Dies
August 23, 2024
The late executive, who died in Monday's yacht sinking off the coast of Sicily, also had been CEO of Prudential Plc. Related StoriesPre-Retirees Worry About the Future, But Still Plan to Take Social Security Early - EnclosureEl-Erian Says Market Is Pricing In Too Many Fed Rate Cuts - EnclosureNew York Judge Approves Columbian Mutual Life's Rehabilitation Order - Enclosure