Does the 60/40 portfolio have a future? Asset classes with less correlation to the equity markets and alternative investments MUST form a part of most modern portfolios. #altinvestments #FinTwit Sheryl Hickerson 🙋🏼‍♀️ Financial Times ft.com/content/fdb793…

Interesting piece on succession planning, a key part of the decision many advisors face when considering independence. Watch this space for a series of articles about the path to independence in collaboration with Beacon Partners @URBeaconJourney wealthmanagement.com/business-plann…

Another example of alternative investment allocation at record highs. Access to alternatives, however, is not just for the ultra-high net worth. They have a place in almost every portfolio. #alternativeinvestments #financialadvisors #wealthmanagement dailyalts.com/alternative-in…

The SEC’s new rendering of what it requires to be an accredited investor boosts access to the alternative investment space for individuals. An excellent move to make alts more accessible. #alternativeinvestments #alts #financialadvisors #WealthManagement mtrustcompany.com/blog/2020/09/1…

The decision for independence is huge for financial advisors. Article 2 in our series of 3 examines the different variations of independence that advisors may seek. A collaboration between Hillson Consulting and @URBeaconJourney #financialadvisors #RIA linkedin.com/posts/richard-…

Going independent is a difficult decision for financial advisors. Article 3 in our series on independence examines 5 "Success Builders" that will help aid advisors when going independent. A collaboration between Hillson Consulting and @URBeaconJourney linkedin.com/posts/richard-…

Thank you to Uni of Nottingham #WeAreUoN for asking me to contribute to their alumni magazine. Finance isn't always the first industry that comes to mind when we talk of creativity, but in the world of Covid, we must be flexible and creative to thrive in business. linkedin.com/posts/richard-…

Alternatives are diverse by nature and therefore often misunderstood. How do you classify whiskey and music rights alongside real estate all under the same banner of Alternatives?! #alternativeinvestments #financialadvisors #wealthmanagement fa-mag.com/news/hot-alter…

We still do not know the final fallout from this GameStop situation. The "little guys" should not be celebrating their supposed win against the "fat cats" just yet. Thank you to Joseph Halpern and Matthew Potenza #reddit #RobinHood #ToTheMoon #GameStop hillsonconsulting-my.sharepoint.com/personal/antho…

Dual registration, RIA and BD, can be very beneficial for advisors and clients but can be fraught with pitfalls. We explore this topic in more detail. Thank you to Mike Reisel, Nick Ledger, and Matthew Potenza hillsonconsulting.com/2/post/2021/02…

How many are still in 60/40 portfolios? Have we not learned and evolved yet?! Managers now having to speculate on FX to compensate for bond returns. Alternatives have to play a part in every portfolio #financialadvisor #alternatives fa-mag.com/news/dire-bond…

With expected annual stock returns down and significantly lower bond yields, it is time for advisors to educate themselves on alternative asset classes before they're fighting fires within their portfolios. #alternatives #financialadvisor #portfolio fa-mag.com/news/changing-…

The IPA welcomes our newest member: Hillson Consulting. Hillson Consulting was founded by Richard Hillson and helps independent RIA advisors enhance their offerings and drive revenue through alternative investments. Welcome! Learn more: hillsonconsulting.com

fa-mag.com/news/blackston…

This is the tip of the iceberg for the larger scale adoption of alternatives. If clients are not seeing at least partial exposure to alternatives, then a portfolio is lacking. This is significant news in the further evolution of the alternatives marketplace; ease of access. #alts

Anyone who thinks rising rates are the savior for the antiquated 60/40 portfolio is living in the past. Alternative investments must have a place in every portfolio, real asset-backed alts are routinely beating bond yields, even with more of a bounce back. fa-mag.com/news/can-risin…