There are many reasons advisors don’t use alts: more education is needed on how to use them, and the compliance burden is heavier when offering these products to clients.
So said a panel of experts at the 2016 Canadian Hedge Fund conference in Toronto. That panel included: Darren Coleman, senior vice-president and portfolio manager at Coleman Wealth, Raymond James; Harrison Keenan, investment advisor at Echelon Wealth Partners; Craig Machel, director of Wealth Management and portfolio manager at Richardson GMP; and Barnaby Ross, director and investment advisor at RBC Dominion Securities.
Our live tweets below cover topics such as the benefits of using alts, including shorting strategies and leveraged products. One upside is you can differentiate yourself from your competition.