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Apr 29, 2022

This whitepaper tackles direct lending and explores what drives client demand, why wealth managers should offer lending solutions, solutions available to clients, and the risks.

The traditional wealth management asset allocation model, previously limited to equities and bonds, is being upended due to investor demands for new products and strategies, including direct lending strategies, direct indexing, cryptocurrencies, and access to alternative investments such as hedge funds and private equity. Wealth managers must educate themselves on these new investment products and strategies to understand how they will impact not only their business but also client portfolios and balance sheets.

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