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Ralph Aerni
Wealth professionals looking to introduce private market investments into client portfolios are finding that client education is essential. Managing Director James Martin shares a key insight from our Global Private Wealth Survey that highlights how stronger education equips clients to confidently embrace private markets.
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Verdence Capital Advisors
Verdence Executive Director of RIA Development, Peter McGratty CFA is quoted in The Daily Upside's latest article: https://hubs.la/Q03Qkdgg0 With more investment options than ever and new SEC guidance raising the bar on advisor responsibility, firms are feeling the weight of getting product selection right. There’s no one-size-fits-all process, and that’s exactly where many advisors are looking for support. As Pete put it, “They’re basically saying you’re responsible for that… and that’s the part RIAs are most terrified of.” 👉 Read the full article to see what’s driving this concern and how firms can prepare. ⬆️ For more of Verdence Capital Advisors in the news, go to: https://hubs.la/Q03QkjWv0 #RIAs #WealthManagement #DueDiligence #Verdence #RIAPlus
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