Power Your Advice

Episode 76 – What Advisors Should Know About Alternatives – Douglas Blake

Listen Later

Douglas Blake is the managing director of investment solutions at Kingswood U.S., An SEC-registered RIA and a FINRA-licensed broker/dealer that offers comprehensive wealth management and business-building services designed specifically for the independent financial advisor.

In this episode of Power Your Advice, Doug and Doug talk about one of the hottest asset classes around: alternatives. 

  • The basics of alternative investments – what they are & why people are crazy about them right now
  • Why they are an important resource for advisors to use in client portfolios
  • How Doug discovers and vets companies to put on the Kingswood platform, and how he monitors and manages the companies they work with
  • How advisors can equip themselves to deal with the onslaught of alternatives coming their way
  • What Doug sees coming in the alternative space

    • Resources:   Kingswood U.S.

    Source

    ...more
    View all episodesView all episodes
    Download on the App Store
    Power Your AdviceBy Advisorpedia

    More shows like Power Your Advice

    View all
    Freakonomics Radio by Freakonomics Radio + Stitcher

    Freakonomics Radio

    32,246 Listeners

    Acquired by Ben Gilbert and David Rosenthal

    Acquired

    4,803 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,175 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,342 Listeners

    Financial Advisor Success by Michael Kitces

    Financial Advisor Success

    718 Listeners

    Animal Spirits Podcast by The Compound

    Animal Spirits Podcast

    2,020 Listeners

    The Peter Attia Drive by Peter Attia, MD

    The Peter Attia Drive

    8,043 Listeners

    The Long View by Morningstar

    The Long View

    934 Listeners

    RIA Edge by David Armstrong

    RIA Edge

    11 Listeners