Dick Pfister to Speak at Wealth Management in Transition Executive Forum

We are excited to announce that AlphaCore Wealth Advisory Founder and CEO Dick Pfister, CAIA will be a featured panelist at the at Aite-Novarica Group’s Wealth Management in Transition Executive Forum: European and North American Marketplaces, taking place virtually on Wednesday, November 10, 2021.

As the title suggests, the central theme of the forum is how wealth management firms are evolving the ways they engage with clients and manage portfolios to meet the needs of a post-pandemic world. During this event, leaders in wealth management will join together to discuss the central topics that are reshaping this industry and their personal experiences throughout this transformation.

Pfister will lend his wealth management expertise on the panel, “Proliferation of Private Markets and Alternative Investments,” where he will specifically discuss:

  • How private investments have become a very competitive asset class with an increasing number of firms getting in on the act.
  • How the alternative space continues to become more accessible to investors and advisors up and down the wealth spectrum.
  • Expected growth resulting from search for yield, with low correlations to traditional asset classes.
  • Investment opportunities moving down-market to the mass-affluent – presenting opportunities for global asset managers, wealth managers (RIAs, wirehouses, etc.) and technology providers.
  • The potential upside for wealth managers that capitalize on wealth transfers to drive broader and deeper adoption of alternatives.
  • How regulatory and legal developments helped or hindered the growth of alternatives in the U.S.
  • Ways financial advisors can be better equipped to educate and guide clients on alternatives.
  • Some of the operational challenges related to wealth managers’ ability to book alternatives on their platforms.

The virtual Wealth Management in Transition Executive Forum officially begins at 10 a.m. ET / 7 a.m. PT, with Pfister’s panel starting at 1:30 p.m. ET / 10:30 a.m. PT. To register for the forum, click here.