The survey, conducted during the annual Morningstar Conference, polled 163 financial advisors about their views on investments and yielded some rather surprising results, says Tom Gatto, director of distribution at Artivest.
"It's not surprising that advisors are interested in alternatives, but what could be surprising to some is the percentage of the portfolio that advisors believe should be allocated to alternatives. About three-fourths of the advisors surveyed believe it should be higher than
Anthony and James look at developments pertaining to the Consolidated Audit Trail and wonder if big-tech companies could challenge traditional asset managers.Subscribe to Weekly Wrap emails
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