The panorama of wealth administration is shifting, and various investments are rising as a strong instrument for RIAs trying to drive natural progress and portfolio resilience. With rising investor demand for entry to institutional-grade alternatives, advisors should evolve their method to remain aggressive.
On this episode of The WealthStack Podcast, host Shannon Rosic, director of WealthStack Content material and Options, sits down with Saira Rahman, VP of recent investor initiatives at Fundrise, to discover how advisors can harness the facility of options to boost shopper outcomes.Â
Shannon and Saira focus on:
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The evolution of personal market investing and why RIAs ought to take discover
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How Fundrise is making institutional-grade options extra accessible
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Why the following wave of alpha lies in enterprise capital and personal markets
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Key boundaries to various funding adoption—and the way to overcome them
Join with Shannon Rosic:
Join with Saira Rahman:
About Our Visitor:
Saira Rahman is VP of New Investor Initiatives at Fundrise. She can also be a Board advisor and speaker with 17 years of expertise in technique, funds, modeling and forecasting, monetary reporting, and rates of interest. Saira obtained the NYC FinTech Girls Inspiring Females Award, was named a Prime 30 Chief Shaping FinTech (Monetary IT), appeared on the Prime 10 Girls in FinTech Energy Checklist.
