ORLANDO, Fla. – It’s not all stocks and bonds anymore.
“We’ve seen increased focus and emphasis from RIAs and other investors on incorporating [alternatives] into investment allocations,” said Lisa Lewin, vice president for Pershing Prime Services at the firm's Insite conference.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access