The retail alternative investment industry continues its dynamic evolution with new opportunities opening up as others pullback.
2016 saw key market developments with private equity giant Blackstone entering the space, product distribution via major Wall Street banks becoming a reality, M&A activity amongst both product sponsors and independent Broker/Dealers (IBDs) and fee reductions across investment products.
But what will 2017 have in store? The game-changing Department of Labor (DOL) Fiduciary Rule is in contention and both product sponsors and IBDs and their advisers continue to adapt to the FINRA pricing rules for illiquid investments which came into effect last April.
What does all of this ultimately mean for product sponsors, IBDs/RIAs and retail investors? What should industry stakeholders now be doing to prepare?
Join industry heads June 12-13 in New York as we discuss these critical issues and others.